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.
Distribution of more variable annuities in an advisory rather than commission environment could play out as a result of Labor Department regulation.
<i>Breakfast with Benjamin</i> If the data is correct, women's investment returns have been trouncing men's for nearly a decade.
Ill-named strategy finds place between passive and active.
IPO is the first of its kind and, with low fee, could attract investors away from nontraded REITs.
<i>Breakfast with Benjamin</i> An estimated 70 million Americans will wager $9.2 billion this year through March Madness office pools, but keep in mind that any winnings are taxable.
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
Goldman's new online bank, acquired from General Electric last week, caps a decade-long shift by the firm and Morgan Stanley to lean more on deposits for funding.
Shares in developing nations were on the brink of a bull market as oil rose and favorable shifts in central-bank policies supported riskier assets.
<i>Breakfast with Benjamin</i> A majority of fund managers say global economic growth is almost out of steam and a recession isn't that far off.
<i>Breakfast with Benjamin</i> So far, nobody has been prosecuted for contributing to the 2008 financial crisis. “This gags me,” said Elizabeth Warren.
Many fund companies, such as Fidelity and Vanguard, back out dividends and capital gains from their net flows calculations. So does Morningstar.
Competition from index funds could hold the death rate steady going forward.
The record shows that in both U.S. and non-U.S. markets, microcaps and small caps have had higher returns than large caps during periods of rising interest rates.
S&P 500 erases weekly drop; technology, bank shares rally
