If your clients are rethinking their appetite for risk, it may be time to make changes. Talk about reallocating a portion of their savings to annuities to help safeguard their retirement years.
Two impending hikes that would boost premiums for existing CalPERS Long-Term Care insurance customers by 90% make coverage hard to justify, one policyholder said.
The quarterly sales growth was the highest since 1983, according to Limra.
Ramsey blamed the high cost of various lawsuits from Washington state and the timeshare industry as the reason why Timeshare Exit Team is no longer an advertiser on his platform.
The four actively managed funds are based on strategies employed in the asset manager's mutual funds, including ESG offerings.
With the benchmark equity gauge near its all-time high, short interest in the $357 billion ETF is rising.
If price pressures are picking up, cash and fixed income will suffer, and stocks could offer investors the best return.
The firm is reducing fees and is adding a mutual fund version of its Retirement Blend series, which has existed since 2018 in CIT form.
The announcement pared Bitcoin's rebound from Wednesday's rout, shaving about $3,000 from the token's price.
The program broadens the relationship the fund company began last year with HarbourVest to serve institutional clients.
Advisers should empower their clients through exposure and education so they view crypto-assets like any other asset class.
Thirteen years after the first green bond, some financial firms are now working on creating a market for green stocks that meet measurable climate metrics.
As Bitcoin and other cryptocurrencies plunge, new entrants to the market are especially running for the exits.
Selling unneeded insurance policies to a third party can provide retirees with needed income.
The fight for the default option, like the competition to be a plan’s record keeper or adviser, could change the largely cooperative DCIO landscape.
Although sales figures were down considerably for most categories compared with the first quarter of 2020, fixed-rate deferred annuities and registered index-linked annuities, or RILAs, saw purchases up by 46% and 89%, respectively, according to a report from Limra’s Secure Retirement Institute.
Staying ahead of inflation in a low-yield environment can mean taking on more risk with emergency cash positions. The shortest-term certificates of deposit are yielding less than 65 basis points.
The record-breaking boom in clean energy funds is rapidly giving way to a bust; since the beginning of May, about $154 million has been pulled from clean energy ETFs.
Knight Nguyen Investments and its owner claimed to be experts in alternative investments.
The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.
