Persistently low interest rates have hammered insurance company profitability.
Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.
Most of the funds are top performers in their categories over the past five years.
Investors are increasingly shifting their money to passively managed strategies.
It is important to analyze each strategy separately based upon their unique characteristics.
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
Flows into environmental, social and governance funds often follow performance.
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.
Some money managers are adding smart-beta strategies to win a bigger slice of the TDF pie. But will they stimulate advisers' hunger?
Analyst at the money manager says high returns and low volatility are not normal.
Employers can avoid headaches by not exercising control over the health savings account process.
Rout that began with a weak French debt auction has spread to the U.S. market.
Seattle-based Zevenbergen Genea observes what products consumers are gravitating to when picking stocks.
Tax advantages lead to investing and the need for financial advice.
Large-cap technology, consumer discretionary and health-care were the standouts in the first half.
The firms, which focus on active management, are seeking flexibility to lower fund fees.
Mr. Block last year pleaded not guilty to charges, including conspiracy and securities fraud, stemming from accounting at the REIT once controlled by Nicholas Schorsch.
The prosecution labeled Mr. Block's cover story as a "total charade," while the defense described the other side's two star witnesses as liars.
Claimants asserted firm was negligent and breached its fiduciary duty.
