Clients may not realize the need to combine them
Insurance products that combine life insurance and long-term care benefits are getting their time in the sun among advisers as traditional LTC options shrink.
<i>Breakfast with Benjamin:</i> Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.
Tens of thousands of investors will be listening to Berkshire Hathaway CEO Warren Buffett on Saturday for his views on the economy and topics from ketchup to geopolitics. Here's a list of names they'll also be listening for.
The mutual fund favorite pivots, finds success with financial advisers as investors look outside the U.S. <i>(Don't miss: <a href="//www.investmentnews.com/gallery/20150401/FREE/401009999/PH/the-first-quarters-best-and-worst-mutual-fund-groups"" target=""_blank"" rel="noopener">The first quarter's best and worst mutual fund groups</a>)</i>
A compelling body of research suggests that where women have greater representation on boards, companies simply perform better.
Largest mutual fund company announces its response to reforms intended to prevent a run.
Every one of the top 15 ETF providers offers at least one focused on providing income. Here's a breakdown.
Currency-hedging ETF strategies are a no-brainer: Merrill Lynch portfolio manager
<i>Breakfast with Benjamin</i>: Warren Buffett rejects analysts' criticism of Berkshire Hathaway's financials. Plus: Family Dollar's lesson in luck, small-cap stocks at odds with jobs data, and Alan Greenspan on Greece exiting the euro.
New share class dubbed a “T share” cuts upfront commission brokers are paid but creates an annual trailing commission.
Limits of diversity, wisdom of taking profits and importance of rebalancing are top lessons learned from bursting of the dotcom bubble 15 years ago.
Case, involving 48 sales, stems from an 81-year-old investor who lost a substantial amount on the product.
Can the new product compete against its variable and indexed annuity cousins?
<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.
Investors inject $19.5 billion into equity ETFs in the first quarter
New multialternative fund seen as endorsement of alts, while pressuring fees
Janus fund manager says impact of falling oil prices could hinder Fed, but former central bank chief says focus will be on momentum.
Trends can be tempting and tough to ignore, so knowing where to look for opportunities others are missing is key.
<i>Breakfast with Benjamin</i>: Retail brokerages are shut out of the SEC's advisory committee for market reforms to protect retail investors.
