One way or another, the fallout from the subprime mortgage meltdown and the broader credit crunch is expected to alter the complexion of the alternative investments industry in the year ahead.
Online delivery of software tools and data to advisers will be the major focus of 2008 technology innovations, industry experts say.
Now that annuities are becoming accepted as part of an overall retirement income program, fee-only planners are wondering whether they should sell the products themselves or refer sales to outside agents.
Great American Insurance is accused of submitting a false insurance premium quote.
Investing in disadvantaged communities is going mainstream, with a variety of investment vehicles springing up.
Western money managers are pouring into the Middle East in hopes of luring its fast-growing pools of petrodollars.
A woman's place is in the House and Senate, said the late feminist and congresswoman Bella Abzug. Today, include the marketplace as well.
The mutual fund industry will let its hair down this year, introducing ever more exotic, hedge-fund-like products that make even greater use of complicated vehicles such as derivatives, according to some industry experts.
Fixed and variable annuity sales at banks rose to $4.2 billion in October, a 14% gain.
Peter Smyth is now senior vice president and director of strategy, development and operations for international wealth management.
