Investing

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MetLife weighs spinoff of domestic retail business as CEO seeks less oversight
LIFE INSURANCE AND ANNUITIES FEB 25, 2016
MetLife weighs spinoff of domestic retail business as CEO seeks less oversight

After non-bank systemically important financial institution designation, insurer is weighing a possible sale, spinoff or public offering

By Bloomberg
MUTUAL FUNDS FEB 24, 2016
Too much gold in your investment portfolio can reduce performance

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.

By John Waggoner
EQUITIES FEB 24, 2016
Rob Arnott puts a smart-beta bet on value over 'quality' stocks

Plus: Debt-fueled oil boom goes bust, anticipating Buffett's annual letter, and save some bank with these handy apps

By Jeff Benjamin
EMERGING MARKETS FEB 24, 2016
Emerging market debt is starting to look like a sweet deal

<i>Breakfast with Benjamin</i> Franklin Templeton and BlackRock are each making the case for a move into emerging market debt.

By Jeff Benjamin
ETFs expose high-yield divide
MUTUAL FUNDS FEB 24, 2016
ETFs expose high-yield divide

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.

By Bloomberg
Keeping mutual fund cash in perspective
EQUITIES FEB 24, 2016
Keeping mutual fund cash in perspective

Most fund managers want to stay fully invested.

By Jeff Benjamin
How to handle return-hungry clients' portfolios during upticks in volatility
EQUITIES FEB 24, 2016
How to handle return-hungry clients' portfolios during upticks in volatility

Help keep clients invested for the long term, allaying real fears that their money &amp;mdash; and dreams &amp;mdash; may disappear.

By Thomas Hoops
Why Vanguard is about to engulf the financial planning industry
FINTECH FEB 24, 2016
Why Vanguard is about to engulf the financial planning industry

Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.

By Joe Duran
MUTUAL FUNDS FEB 23, 2016
Top fund managers can't catch a break

Some very well-known mutual fund managers are having years that they probably would rather forget.

By John Waggoner
Advisers shy away from LTC insurance dialogue: Study
RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Nationwide, AIG see huge gains in fixed indexed annuity sales; Allianz and Security Benefit flounder

Nationwide's sales jumped 460% in 2015 as a new product and distribution partnership has begun to bear fruit.

By Greg Iacurci
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities

The deal is part of a broader deal announced Feb. 29 between the two insurers, which includes the purchase of MetLife's Premier Client Group.

By Greg Iacurci
Money manager's mea culpa cost him nearly $1 million
MUTUAL FUNDS FEB 21, 2016
Money manager's mea culpa cost him nearly $1 million

Francis Chou returns fees to money-losing Opportunity Fund

By Bloomberg
BlackRock: Bond investors are underestimating Fed
EQUITIES FEB 21, 2016
BlackRock: Bond investors are underestimating Fed

The world's biggest money manager is warning bond investors they're not prepared for the Federal Reserve to raise interest rates.

By Bloomberg
EQUITIES FEB 21, 2016
Distinguishing tax efficiency from after-tax returns

<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.

By Jeff Benjamin
Fixed indexed annuities continue their surge with record sales year
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Fixed indexed annuities continue their surge with record sales year

Market volatility, a larger market of sellers and a boost among previously uninterested distribution channels has contributed to the growth.

By Greg Iacurci
MUTUAL FUNDS FEB 19, 2016
How the U.S. government inadvertently launched the ETF industry

But for all their charm, ETFs are an increasing concern to regulators

By Bloomberg
Why 2016 could be the year of multifactor ETFs
ETFS FEB 19, 2016
Why 2016 could be the year of multifactor ETFs

Advisers should assess multifactor ETF options with the due diligence they would apply to an active mutual fund manager.

By Jay Jacobs
Voya lowers caps, participation rates on indexed universal life policies
LIFE INSURANCE AND ANNUITIES FEB 19, 2016
Voya lowers caps, participation rates on indexed universal life policies

Voya is reacting to rising market volatility, and policyholders could see less contract returns as a result.

By Greg Iacurci
Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark
ALTERNATIVES FEB 18, 2016
Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark

<i>Breakfast with Benjamin</i> The collapse of alternative investments platform Aequitas Capital Management continues to unfold, while investors and advisers are kept in the dark.

By Jeff Benjamin