Pimco fortifies to take on the old boss

Monday <i>Breakfast with Benjamin:</i>Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs
SEP 26, 2014
  • Gross and Ivascyn square off in an unconstrained bond fund battle. The Pimco saga gets more interesting by the day. Taking on the old boss
  • Pimco's parent stock price drop equates to $400 billion in fund outflows, according to Morgan Stanley. Janus will only capture about $30 billion of the Pimco outflows. The investor exodus
  • Equity markets stay on edge as civil unrest continues in Hong Kong. Waiting and watching
  • Consider yourself warned on fixed indexed annuities. Look before you leap
  • The short list of attractive upcoming ex-dividend dates. There is nothing stopping you from getting in ahead of the payday. APD, BGS, KIM, RTN
  • Running the numbers of Roth IRAs for 50-somethings. Betting against future tax rates

Latest News

Advisor moves: RBC reels in $1.1B UBS megateam as UBS deepens Texas presence
Advisor moves: RBC reels in $1.1B UBS megateam as UBS deepens Texas presence

Meanwhile, Kestra partner Coastline Wealth Management passes a milestone in its geographic expansion with a former Ameriprise team in New York.

Health savings account contributions, investments can be boosted by one key thing
Health savings account contributions, investments can be boosted by one key thing

New research also reveals that one third of HSA holders withdrew more than they put in.

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased "highly aggressive and volatile" securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave