As signs of stress mount in credit markets, a $788 million mutual fund is blocking clients from pulling their money to avoid fire sales.
Since 2011, their sales growth has eclipsed variable annuities. What's behind their meteoric rise?
Plus: JPMorgan's David Kelly second-guesses the Fed, MLP investors hang on for dear life, and Joe Montana gets his VC groove on
<i>Breakfast with Benjamin:</i> The price of oil dropped to levels not seen in more than six years amid fears the global glut will be with us for a while. But there is an upside for some.
<i>Breakfast with Benjamin</i>: More than a third of the outstanding U.S. high yield and leveraged loan universe is at risk in a rising-rate cycle.
Rules proposed by Finra and MSRB would require brokers to detail the price differences they and the clients pay for corporate and municipal bonds.
With funeral and burial costs easily in the five digits, it makes sense to discuss expenses and wishes ahead of time to ease the burden on those left behind.
It's easy to see why many advisers and investors are concerned as asset values — from stocks to bonds to real estate — have soared, but that doesn't mean cash should be king.
Low interest rates could cause many other insurers to follow suit.
Franklin Templeton's Michael Hasenstab says his bond-market peers aren't prepared for higher U.S. interest rates.
A lack of understanding of variable annuities can lead to misperceptions among advisers of how the products function, and among clients as to what they're buying. <b><i>(Plus: <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">See the top 10 annuity sellers</a>.)</i></b>
With benefit open-enrollment season looming, corporate employees need to make the most out of their benefits. After all, with wages largely stagnant, benefits are the new salary.
Clients need to understand what advisers mean by risk because it can affect decisions, goals
Fed policy makers risk making a mistake that will be difficult to correct if they raise interest rates on Wednesday, say former U.S. Treasury Secretary Lawrence Summers and economist Nouriel Roubini.
A deficit of transparency and liquidity often leads to high costs and low returns.
Advisers may consider several retirement planning options with clients that do not create unnecessarily high Medicare surcharges.
In the age of ascendant ETFs, some have written off mutual funds as irrelevant, but advisers need to know the nuances of each type of fund
Making the case for alternatives is less about the absolute returns they can deliver, but their potential over full market cycles.
<i>Breakfast with Benjamin</i>: The price freefall is getting uglier, and OPEC isn't the only culprit. Don't overlook the U.S. impact.
Republican presidential contender Donald Trump could become a major cause of volatility in financial markets throughout the first half of 2016. His rhetoric favoring protectionist economic policies is bad news for investors.
