Investing

Displaying 16260 results
Headwinds to annuities in 401(k) plans persist
RETIREMENT PLANNING SEP 04, 2019
Headwinds to annuities in 401(k) plans persist

Legal and administrative challenges have stalled uptake by plan sponsors.

By Greg Iacurci
Hurricane Dorian puts flood insurance on the front burner
RIA NEWS SEP 03, 2019
Hurricane Dorian puts flood insurance on the front burner

Advisers use storm that crushed the Bahamas as latest reminder for full insurance coverage.

By Jeff Benjamin
Jackson National suspends fee-based annuity sales in New York due to best-interest rule
LIFE INSURANCE AND ANNUITIES SEP 03, 2019
Jackson National suspends fee-based annuity sales in New York due to best-interest rule

Others insurers are also poised to pull out of the New York market given the tougher sales standards.

By Greg Iacurci
$21 billion advisory firm is expanding to Europe
RIA NEWS SEP 03, 2019
$21 billion advisory firm is expanding to Europe

New York-based Tiedemann Advisors is partnering with Switzerland's Constantia Partners to target clients in the EU and Middle East.

By Bloomberg
Creating time-tested retirement income plans
RETIREMENT PLANNING SEP 03, 2019
Creating time-tested retirement income plans

Two veteran advisers reflect on more than 35 years of managing retirees' assets and expectations

By Mary Beth Franklin
Best returns in August came from ETFs loved by gold bugs
ETFS AUG 30, 2019
Best returns in August came from ETFs loved by gold bugs

Very low yields on bonds sent investors in search of alternative safe havens.

By Bloomberg
Opening an IRA just for alternative investments
RIA NEWS AUG 30, 2019
Opening an IRA just for alternative investments

Platform leverages the SEC's crowd-funding regulations to give all investors access to alternatives.

By Jeff Benjamin
Cetera Advisors charged with defrauding clients
MUTUAL FUNDS AUG 30, 2019
Cetera Advisors charged with defrauding clients

SEC said firm failed to disclose conflicts of interest related to more than $10 million in compensation.

By InvestmentNews
Hybrid firm managing $700 million at MML Investors switches to LPL
LIFE INSURANCE AND ANNUITIES AUG 29, 2019
Hybrid firm managing $700 million at MML Investors switches to LPL

Six-partner Intermountain Financial Partners is based in Salt Lake City

By InvestmentNews
Mnuchin eyes 100-year debt Wall Street would just as soon forget
FIXED INCOME AUG 29, 2019
Mnuchin eyes 100-year debt Wall Street would just as soon forget

Big banks on Treasury's borrowing advisory committee have been pessimistic about the notion of ultra-long bonds.

By Bloomberg
Variable, indexed annuities may cost more than you think
LIFE INSURANCE AND ANNUITIES AUG 29, 2019
Variable, indexed annuities may cost more than you think

This detail could catch clients off guard when they surrender or exchange a policy.

By Greg Iacurci
The upside of betting on inflation
RIA NEWS AUG 29, 2019
The upside of betting on inflation

Treasury inflation-protected securities are gaining popularity as a yield play

By Jeff Benjamin
There's a wrong way to use target-date funds
RIA NEWS AUG 28, 2019
There's a wrong way to use target-date funds

Investing in other funds in addition to a TDF adds risk and defeats the purpose.

By Jeff Benjamin
States aren't great at regulating insurance
OPINION AUG 28, 2019
States aren't great at regulating insurance

Promoters of insurance products can say pretty much anything in their marketing materials

By Ethan Schwartz
Can HSAs flip the script on retirement health care expenses?
OPINION AUG 28, 2019
Can HSAs flip the script on retirement health care expenses?

The accounts come with powerful tax advantages, but not many people use HSAs, and even fewer use them in the optimal manner.

By Jamie Hopkins
UBS shifts to underweight position on equities
EQUITIES AUG 26, 2019
UBS shifts to underweight position on equities

Cites trade wars and political uncertainty as main reasons for downgrade.

By Bloomberg
When to buy Medigap insurance
RETIREMENT PLANNING AUG 26, 2019
When to buy Medigap insurance

Rise in Medigap premiums is outpacing Social Security's cost-of-living adjustment, and the disparity is likely to get worse in 2020.

By Mary Beth Franklin
Annuity yield in short supply as interest rates falter
LIFE INSURANCE AND ANNUITIES AUG 23, 2019
Annuity yield in short supply as interest rates falter

Few highly rated insurers are offering fixed annuities guaranteeing more than 3%, a challenge for advisers in search of yield for clients.

By Greg Iacurci
Stocks sink as U.S.-China feud deepens
EQUITIES AUG 23, 2019
Stocks sink as U.S.-China feud deepens

Escalation of the trade war heightens concerns about the already shaky economic outlook.

By Bloomberg
Advisor Group acquisition financed by debt rated 'junk' by S&P
ALTERNATIVES AUG 23, 2019
Advisor Group acquisition financed by debt rated 'junk' by S&P

High levels of debt could be impacted by declining interest rates, the debt rating firm says.

By Bruce Kelly