Investing

Displaying 16181 results
Insurers' annuity payouts hit a record $104B in 2023
RETIREMENT PLANNING NOV 21, 2024
Insurers' annuity payouts hit a record $104B in 2023

The latest ACLI data show a 9 percent annual increase in annuity benefits issued by insurers, while premium payments into annuities reached $361 billion.

By Leo Almazora
Fidelity, Vanguard expand their active ETF shelves
EQUITIES NOV 21, 2024
Fidelity, Vanguard expand their active ETF shelves

Fidelity's new launches offer stock exposure across different regions, while Vanguard adds to expand its muni ETF menu.

By Leo Almazora
Nevada joins nationwide push for best interest annuity rule
LIFE INSURANCE AND ANNUITIES NOV 20, 2024
Nevada joins nationwide push for best interest annuity rule

Industry groups ACLI and NAIFA hail milestone as backing for the model rule spreads to 48 states.

By Leo Almazora
Roubini launches ETF to ward off Trump-era risk
ETFS NOV 20, 2024
Roubini launches ETF to ward off Trump-era risk

The famed economist is putting his name behind an active strategy designed to help hedge against fresh threats he sees to the traditional 60/40 portfolio.

By Bloomberg
'FIRE' ETFs debut to woo early retirement chasers
RETIREMENT PLANNING NOV 20, 2024
'FIRE' ETFs debut to woo early retirement chasers

The new thematic ETF suite promises to aid DIY investors' dash for financial independence, but some experts are skeptical.

By Bloomberg
Survey finds clients' crypto allocations are continuing to grow
ALTERNATIVES NOV 19, 2024
Survey finds clients' crypto allocations are continuing to grow

Latest DACFP snapshot advisor poll finds clearer signals of positive sentiment and intentions towards digital assets.

By Leo Almazora
Spending retirement savings a dilemma for Americans, finds new research
RETIREMENT PLANNING NOV 19, 2024
Spending retirement savings a dilemma for Americans, finds new research

The latest findings offer a glimpse of challenges around inflation, healthcare costs, and Social Security's long-term viability.

By Leo Almazora
Blackstone enters $8B deal for fast-casual giant Jersey Mike's Subs
ALTERNATIVES NOV 19, 2024
Blackstone enters $8B deal for fast-casual giant Jersey Mike's Subs

The private equity behemoth's acquisition deal for America's second-largest sandwich chain marks its latest expansion into the franchise business.

By Leo Almazora
Taking headlines out of clients' heads
PRACTICE MANAGEMENT NOV 19, 2024
Taking headlines out of clients' heads

How financial planner is taking advantage of interest rate trends without taking undue investment risk.

By Chris Davis
Nationwide boosts annuity offerings with new index options
RETIREMENT PLANNING NOV 18, 2024
Nationwide boosts annuity offerings with new index options

The retirement giant is extending its guaranteed income shelf with fixed-income annuity options from Loomis Sayles and Nasdaq.

By Leo Almazora
Listings down and election over, advisors see opportunity in VC funds
EQUITIES NOV 18, 2024
Listings down and election over, advisors see opportunity in VC funds

Now that the election is in the rearview mirror, wealth managers see a potential step-up in IPOs and M&A benefiting venture investors.

By Gregg Greenberg
ICI seeks Trump's support for investment rules revamp
MUTUAL FUNDS NOV 18, 2024
ICI seeks Trump's support for investment rules revamp

The lobbying group's regulatory wish list to the president-elect's transition team includes reforms around ETF innovation, private-market products, and slashing regulatory costs.

By Leo Almazora
BlackRock wades further into active ETFs with first mutual-fund flip
ETFS NOV 18, 2024
BlackRock wades further into active ETFs with first mutual-fund flip

The asset management titan's latest maneuver to convert an international dividend strategy puts it in league with rivals including Dimensional Fund Advisors and Fidelity.

By Bloomberg
Calm Powell reassures asset managers
FIXED INCOME NOV 18, 2024
Calm Powell reassures asset managers

Federal Reserve Chair was "neutral" in comments after November rate cut – and the election – but was clear that he won’t be pressured to leave his job by Trump.

By Emile Hallez
Luma expands into life insurance in wealth tech industry first
FINTECH NOV 15, 2024
Luma expands into life insurance in wealth tech industry first

The fintech's move to integrate both life insurance and annuities promises to enable more comprehensive financial planning among advisors.

By Leo Almazora
Not all advisors on bitcoin bandwagon, despite record returns
ALTERNATIVES NOV 14, 2024
Not all advisors on bitcoin bandwagon, despite record returns

Bitcoin may be hitting all-time highs, but that's not fazing some advisors who still view the cryptocurrency with skepticism.

By Gregg Greenberg
Could private equity be a benefit for DC plans?
RETIREMENT PLANNING NOV 14, 2024
Could private equity be a benefit for DC plans?

Morningstar Retirement report unpacks the challenges and opportunities from adding private market fund exposure to defined contribution plans.

By Leo Almazora
Sotheby's pays $6.25M in tax evasion probe
ALTERNATIVES NOV 14, 2024
Sotheby's pays $6.25M in tax evasion probe

Employees at the auction house nudged wealthy clients to use questionable strategies in order to dodge millions in taxes, according to New York's attorney general.

By Bloomberg
DPL, Envestnet ink partnership for annuity data link
RETIREMENT PLANNING NOV 13, 2024
DPL, Envestnet ink partnership for annuity data link

The platforms' alliance will address a major barrier for DPL advisors that want to incorporate annuity and insurance products into their practices.

By Leo Almazora
Stigma a distant memory, securitized bonds are now an advisor's best friend
FIXED INCOME NOV 13, 2024
Stigma a distant memory, securitized bonds are now an advisor's best friend

Up from the ashes of the great financial crisis, securitized bonds are being added to more client portfolios.

By Gregg Greenberg