Investing

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LIFE INSURANCE AND ANNUITIES SEP 10, 2014
Jackson National unveils tiered pricing for variable annuities

Starting next Monday, the firm will apply a five-level pricing scheme for certain contracts.

By Darla Mercado
EQUITIES SEP 09, 2014
Investors skeptical as stocks top one record after another

The stock market ain't the party it used to be. It just blasted through one important psychological barrier, and another now looks tantalizingly close. Yet the mood among investors is dour and businesslike.

By Bloomberg
EQUITIES SEP 08, 2014
Adviser uses a bond ladder in his own IRA, believes 'safety trumps yield'

Uses Treasury strips for tax purposes, holds stocks inside his Roth IRA, which is also a good tax strategy.

By Jeff Benjamin
EQUITIES SEP 08, 2014
This adviser loves stocks, hates bonds

Creative Financial Design's Theodore Feight shares his portfolio

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES SEP 08, 2014
Jackson National extends variable annuity lead

Sales of Elite Access product helps firm stay ahead of Lincoln National, TIAA-CREF and AIG.

By Bloomberg
ALTERNATIVES SEP 07, 2014
Foot-dragging on rules harms investors

Regulators are notorious for dragging their feet, and investors suffer when new rules take too long to be finalized.

By MFXFeeder
RETIREMENT PLANNING SEP 07, 2014
Long-term care carriers

Provider data covering new and in-force policies and premiums

By mlanche
LIFE INSURANCE AND ANNUITIES SEP 07, 2014
Life insurance companies ranked by direct premiums

2013 rankings of insurance companies based on direct premiums

By Andrew Leigh
PRACTICE MANAGEMENT SEP 05, 2014
SEC assessment of mutual fund risk could lead to more disclosure

Questions abound in early stages of potential rulemaking to boost oversight.

By Mark Schoeff Jr.
EQUITIES SEP 05, 2014
Where are the flows?

<i>Breakfast with Benjamin:</i> The stock market rally has not led to equity fund flows. What gives? Plus: Apple's big week; Hertz CEO resigns and the stock rallies; GE sells its appliance unit and the impact of Scotland's independence push.

By Jeff Benjamin
ALTERNATIVES SEP 05, 2014
Bond gurus say the rally is over

In today's <i>Breakfast with Benjamin</i>, bond experts weigh in on the state of the bond rally, hackers find nothing to steal from Obamacare site, the Fed goes after Libor and another reminder to diversify into alternatives.

By Jeff Benjamin
ETFS SEP 05, 2014
F-Squared says regulators considering action over performance claims

Exchange-traded fund portfolio builder gets Wells notice from SEC.

By Bloomberg
ETFS SEP 04, 2014
Not all strong dividend ETFs are the same

Two top-ranked iShares Core exchange-traded funds are both cheap, but their holdings and exposure are quite different.

By Todd Rosenbluth
EQUITIES SEP 04, 2014
BofA seeks to prove Buffett right after U.S. settlement

Billionaire Warren Buffett predicted Bank of America will become a profit powerhouse once it finally resolves legal battles that have sapped funds and distracted managers. Now we'll find out if he's right.

By Bloomberg
ALTERNATIVES SEP 04, 2014
Evaluating liquid alts? History offers some lessons

With so many funds out there, these four lessons are worth keeping in mind.

By David F. Sand
RETIREMENT PLANNING SEP 04, 2014
Employers want fiduciary duty for 401(k) plans, AARP survey finds

Brokers say they already work in clients' best interest, but formalizing it will eliminate their ability to service small accounts.

By Mark Schoeff Jr.
EQUITIES SEP 03, 2014
'Don't fight the Fed' was never more true

Tuesday's <i>Breakfast with Benjamin</i> menu includes: It's true: Don't fight the Fed. Also: Alibaba mania is here and so is Apple's big day; Wells Fargo faces possible Finra action and about that Home Depot data breach.

By Jeff Benjamin
MUTUAL FUNDS SEP 02, 2014
BlackRock money market funds refuse to lose value

The money manager, led by CEO Laurence Fink, has come up with a way to avoid 'breaking the buck' with a reverse distribution. It means the shares don't lose value, you just have fewer of them.

By Matt Levine, Bloomberg News
EQUITIES SEP 02, 2014
Bringing back pooled 401(k) plans could derail a fund industry cash cow

Today's <i>Breakfast with Benjamin</i> menu features: Revisiting the idea of pooled 401(k) plans, plus Jack Bogle gives a half nod to Fed policy, the curious appeal of water ETFs, and more rich folks are calling for a market correction.

By Jeff Benjamin
EQUITIES SEP 02, 2014
Morgan Stanley bets big on stocks

<i>Breakfast with Benjamin</i> covers Morgan Stanley getting ultra-bullish on stocks, Detroit's big bankruptcy trial kicking off, and how to tread lightly into the MLP space.

By Jeff Benjamin