Investing

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EQUITIES DEC 17, 2014
Collapsing oil prices get real with no bottom in sight

Start your week with <i>Breakfast with Benjamin</i>, featuring serious speculation about how bad oil prices might get. Plus: Russian equities take a direct hit, gold prices tank on a Swiss no-vote, and using Cyber Monday to satisfy your inner foodie.

By Jeff Benjamin
RETIREMENT PLANNING DEC 17, 2014
Broker-dealers sound off as AIG leads off with first annuity for 401(k)s

Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? <i>(Don't miss: <a href=&quot;http://www.investmentnews.com/gallery/20141121/FREE/112109999/PH&quot; target=&quot;_blank&quot;>Top sellers of individual annuities</a>)</i>

By Darla Mercado
WIREHOUSES DEC 17, 2014
Fund managers warned that wirehouse outreach may not pay off

Consultancy says fund houses must pivot to independent advisers and new products to drive growth.

By Trevor Hunnicutt
RETIREMENT PLANNING DEC 16, 2014
National insurance registry falls short of goal line, tax extenders passes

With Congress adjourned, rejected bills, such as one facilitating insurance agents' ability to practice in multiple states that was blocked by Sen. Tom Coburn, will need to be reintroduced next year.

By Mark Schoeff Jr.
Insurance vehicles can be powerful way for advisers to reach younger investors
LIFE INSURANCE AND ANNUITIES DEC 16, 2014
Insurance vehicles can be powerful way for advisers to reach younger investors

For advisers who want to expand their firms by reaching out to the next generation of investors &#8211; those in their 20s, 30s or 40s &#8211; long-term and cross-generational financial vehicles such as fee-only life insurance and no-load annuities offered to clients of RIAs through Ameritas Advisor Services should be considered as a central part of the effort.

By Mark Bruno
EQUITIES DEC 16, 2014
John Bogle eats his own cooking: Traditional 60/40, intermediate-term bonds

Legendary Vanguard founder invests only in U.S. and, of course, in index funds.

By Bloomberg
EQUITIES DEC 16, 2014
Stocks' momentum to last through year end, top forecasters say

Falling oil prices, accelerating economic growth to provide fuel for further gains.

By Bloomberg
LIFE INSURANCE AND ANNUITIES DEC 16, 2014
Jackson National's variable annuity sales suspensions pay off

Advisers willing to wait to get into the carrier's VAs and if history is any guide, first quarter sales will jump.

By Darla Mercado
ALTERNATIVES DEC 16, 2014
Schorsch REIT suspension still in place at major broker-dealers

Berthel Fisher among firms that have lifted suspension, but others housing 29,000 advisers confirm they haven't.

By Bruce Kelly
EQUITIES DEC 16, 2014
Global economic worries send stocks lower; focus turns to U.S. data

Salesforce, Keurig knocked lower by weak forecasts; secondary offering sinks GoPro.

By Bloomberg
ALTERNATIVES DEC 16, 2014
Advisers who sold MainStay Marketfield a fickle bunch

MainStay Marketfield, the blockbuster long/short equity liquid alt fund, was a darling at the wirehouses, but when its performance dragged, the outflows came quick and heavy.

By Trevor Hunnicutt
LIFE INSURANCE AND ANNUITIES DEC 16, 2014
Insurance agent bill inches closer to the finish line

Senate OKs legislation to make it easier for insurance agents to become licensed to sell insurance in multiple states.

By Darla Mercado
ALTERNATIVES DEC 15, 2014
An alternative oil investment that hinges on infrastructure needs

Nontraded energy BDC provides funds for exploration and drilling.

By Bruce Kelly
ALTERNATIVES DEC 15, 2014
St. Nicholas puts holidays on ice

Schorsch and ARC will push back celebration until mid-2015.

By Bruce Kelly
ETFS DEC 15, 2014
Goldman Sachs explores liquid alternatives in the ETF world

Can Goldman Sachs put ETF investors on a liquid diet?

By Bloomberg
EQUITIES DEC 14, 2014
Latest twist in robo-advice: Actively managed funds

Untested approach compared to adding cyanide to cupcakes

By Jeff Benjamin
EQUITIES DEC 14, 2014
Maybe the Fed isn't going to raise rates next year

Paul Krugman is skeptical of the consensus for a rate hike. <i>Plus:</i> The risky downside of oil's slide, passive investing all the rage, Congress actually does something, Americans turn bullish.

By Jeff Benjamin
ALTERNATIVES DEC 14, 2014
Cheap oil no reason to abandon the energy sector, strategists say

Though the energy sector has dropped 14.6% in the past three months versus a 3.5% gain for the S&amp;P, investing experts say the innovation potential in the sector should not be ignored.

By Jeff Benjamin
ALTERNATIVES DEC 14, 2014
Buyer beware: Liquid alts are not created equal

A world where big performance disparities are the norm

By Jeff Benjamin
RETIREMENT PLANNING DEC 12, 2014
Baby boomer clients need input on medical expenses in retirement

Don't be surprised if clients seek your advice on complex health care decisions as they approach retirement.

By Craig Brimhall