Security Benefit, Allianz and New York Life all debuted new fixed annuity products in March that seek to benefit investors in a rising-rate environment.
The insurer allegedly made false representations to investors over the strength of its long-term-care business.
An interactive list of all the funds to be honored, across all years of return and categories
<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.
Brazil, Russia, India and China were singled out as the investment theme of the new century, but they've fallen like bricks the past five years.
Even with its gains and long life, most investors have been lukewarm toward the stock market.
A new frontier for ETFs?
Annuity and life insurance products would likely see better contract guarantees long-term.
Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.
The Securities and Exchange Commission will be looking at ETF sales strategies, trading practices and disclosures, as well as suitability and sales supervision of variable annuities.
The firm has amassed four times the amount of assets held by either Betterment or Wealthfront and more than twice as much as Schwab.
Case highlights vulnerability of advisers when they don't use up-to-date methods to project costs.
Blackstone Alternative Multi-Manager Fund's assets have fallen to $631 million from $1.2 billion.
Their features require careful explanation, but today's fixed indexed annuities can offer upside for clients.
Advisers need to bear in mind that this cousin of traditional universal life insurance requires unique precautions.
Long-suffering energy limited partnership funds, for example, have leaped 21.46% the past 30 days.
Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds"" target=""_blank"" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>
The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.
Faced with one bond-fund meltdown and worried about others, the Securities and Exchange Commission is pushing new rules to ensure investors can get their money back when they want it.
