Since 2011, their sales growth has eclipsed variable annuities. What's behind their meteoric rise?
Plus: JPMorgan's David Kelly second-guesses the Fed, MLP investors hang on for dear life, and Joe Montana gets his VC groove on
Due diligence considerations that plan advisers should make when a fund has adopted swing pricing.
<i>Breakfast with Benjamin:</i> The price of oil dropped to levels not seen in more than six years amid fears the global glut will be with us for a while. But there is an upside for some.
<i>Breakfast with Benjamin</i>: More than a third of the outstanding U.S. high yield and leveraged loan universe is at risk in a rising-rate cycle.
Despite having less experience than women, men in the service adviser role, for example, were nearly twice as likely to have been promoted in the past year.
As part of her claim, ex-broker alleges the wirehouse's recent move toward mandatory arbitration is an attempt to prohibit employees from publicly challenging unfair practices.
With funeral and burial costs easily in the five digits, it makes sense to discuss expenses and wishes ahead of time to ease the burden on those left behind.
Low interest rates could cause many other insurers to follow suit.
Predictions on what the Labor Department's fiduciary rule will look like when implemented, and when that implementation might occur.
A lack of understanding of variable annuities can lead to misperceptions among advisers of how the products function, and among clients as to what they're buying. <b><i>(Plus: <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">See the top 10 annuity sellers</a>.)</i></b>
Activist investor Marcato could demand more of a say in how the company is run in effort to boost its stock price.
With benefit open-enrollment season looming, corporate employees need to make the most out of their benefits. After all, with wages largely stagnant, benefits are the new salary.
With giant broker-dealer's stock down 25% from its high last year, experts say Marcato could push for major changes.
Wealthbox, a client relationship management system for financial advisers, will launch its latest CRM platform to integrate widely-used Gmail accounts.
BBVA isn't the only bank with eyes on algo-driven advice, the next trend in the robo-movement.
Clients need to understand what advisers mean by risk because it can affect decisions, goals
With merger and acquisition activity on a torrid pace in 2015, here's how to anticipate the next deal.
Better client understanding of the investing process should be a boon to the client-adviser relationship.
