Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.
Commonwealth brokers can no longer sell L share class variable annuities, as industrywide scrutiny of these annuity contracts grows.
Classifying America's biggest life insurer as a systemically important financial institution gets rejected by a federal judge.
The U.S. employment report for February will need to show continued robust job additions, higher wage growth and a labor participation rate that is edging up.
<i>Breakfast with Benjamin</i> The simple gesture of a financial adviser doing a favor for a friend, and an odd research note, helped take down the Allen Stanford Ponzi scheme.
The alternatives platform's collapse underscores the concept that when something looks too good to be true, it probably is.
The factors influencing a shift toward indexed annuities and away from variable annuities
Improvements to some plans include lower fees and an added layer of investment consultants.
Warning signs of inflation have begun to appear, and advisers shouldn't be ignoring them
<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?
Richard Thaler's cameo in the Oscar contending movie “The Big Short” was a rare moment of glamour for an economist who built his career studying the follies of human behavior.
<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.
Reason to like tech dividend payers: Most have enough cash to keep their dividends flowing for years.
The second-largest U.S. mutual fund company stopped sales of MetLife's annuities in light of uncertainty surrounding a possible sale of its retail unit.
After non-bank systemically important financial institution designation, insurer is weighing a possible sale, spinoff or public offering
When clients want to load up on gold, financial advisers need to stress that holding more than 5% of the precious metal can weigh down their portfolios.
Plus: Debt-fueled oil boom goes bust, anticipating Buffett's annual letter, and save some bank with these handy apps
<i>Breakfast with Benjamin</i> Franklin Templeton and BlackRock are each making the case for a move into emerging market debt.
An odd thing happened on the way to last year's credit selloff: The market for risky debt broke into pieces, with some pieces becoming toxic and others remaining relatively in favor.
Most fund managers want to stay fully invested.
