Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.
<i>Bruce Kelly On Advice:</i> RCAP's acquisition of Cole Capital could pay dividends for Nick Schorsch's empire for years to come, though the transaction between two related companies raises questions.
As interest rates rise, triple-net lease nontraded REITs won't be able to sustain distributable cash, meaning asset values will drop.
RCS Capital seeks to pull out of a $700M deal to acquire two Cole companies from American Realty Capital Properties, which last week <a href="//www.investmentnews.com/article/20141029/FREE/141029902/nicholas-schorsch-downplays-arcps-23m-accounting-debacle"" target=""_blank"" rel="noopener noreferrer">revealed a $23M accounting error</a>.
On Monday's <i>Breakfast with Benjamin</i> menu: Fund managers in a bind. <i>Plus</i> more trouble for Nicholas Schorsch? And Republicans looking stronger going into Election Day, stocks to consider with a GOP-controlled Congress, it's time to think about taxes already.
On today's <i>Breakfast with Benjamin</i> menu, Bill Gross' Pimco exit is changing the way we look at star fund managers, Japan's latest stimulus plan triggers a market rally, watching out for those mutual fund tax burdens, and more.
Money manager scaling back investments in Asia in favor of Europe and the U.S.
Money manager looks to better reach advisers by selling the fast-growing funds, leveraging newly acquired VelocityShares.
<i>Breakfast with Benjamin</i> - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.
Weak economic numbers and an Ebola panic spurred a pullback, causing the S&P 500 to give back the year's gains.
Just because the stock market hasn't suffered a major pullback in a while doesn't mean the resurgence of volatility is going to send financial advisers ducking for cover, even when the Dow dives 300 points.
Analyzing the current equity and fixed income scene to identify potential growth areas
Advisers are turning to various services to estimate the unknowable in retirement
Deal will give advisers access to sector reports and pick lists, as well as daily, weekly and quarterly outlook reports.
Stock price of money manager more than doubled since 2012 with new CEO and cost cuts as inflows return
Move comes on heels of record withdrawals from Pimco Total Return after Gross exit
Central banks' efforts to fuel inflation have pushed up financial assets, rather than prices in the real economy.
After Nicholas Schorsch's giant traded REIT, American Realty Capital Properties, <a href="http://www.investmentnews.com/article/20141029/FREE/141029916">revealed a big accounting debacle</a>, one large broker-dealer network temporarily put a stop to sales of one of Mr. Schorsch's nontraded REITs.
Firms are at the drawing board designing retirement products, thanks to new guidance issued last week by the Treasury and Labor departments
