<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.
Low interest rates and demographic trends continue to bolster indexed annuity sales. These dynamics also pushed deferred income annuities to their best all-time sales quarter.
Some insurers are turning away from L-share variable annuities as appetite wanes among broker-dealers.
String of negative earnings don't support stock price valuations.
Now that the dust has settled, it's time to learn from the Brexit fallout on what to say and do next time markets tank and clients lose their cool.
<i>Breakfast with Benjamin</i> The sudden rally in Japan has some citing a turnaround, riding on the wave of Abenomics.
Being early is the same thing as being wrong.
Some funds up more that 100% so far this year.
Robert A. Stanger & Co. critical of proxies firm has sent out in preparation for possible consolidations.
Robert Froehlich says fact that both acquiring REIT and REIT being acquired have same CFO is a 'manifest conflict of interest.'
The adviser allegedly hid improper annuity exchanges from his clients and broker-dealers in part by falsifying documents and misrepresenting some of the annuity features.
<i>Breakfast with Benjamin</i> Forty-five years after being barred from the investment industry by the SEC, Donald Conrad was still able to rip off investors.
Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.
Life insurance and annuity carriers are focused on growing distribution through brokers. Direct-to-consumer sales, though, reign king.
Safe haven currencies, bonds and metals soothed some wounds.
The rule changes will likely result in dramatically higher fees for many smaller clients, and one bond shop is already reacting.
<i>Breakfast with Benjamin</i> The saga of a Moore Capital fund manager involves a $27,000 Airbnb rental, a $1 million lawsuit, and “dwarfs with Champagne guns."
