OppenheimerFunds' municipal bond funds have been rocked by big bets on Puerto Rican debt, stirring up memories of its Core Bond Fund's disastrous 2008. Jason Kephart has the story.
Mutual fund giant Fidelity Investments is getting aggressive in the low-cost battle over target date funds.
The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.
Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act
Advisers should still be pushing clients with piles of cash to get into stocks despite the market's stellar year-to-date gains and new all-time highs, said Wells Fargo Advisors' senior equity strategist, Scott Wren.
The new retirement income designation for advisers, RICP, is now the fastest-growing credential in the American College of Financial Service's history.
ING U.S. Inc. will begin selling fixed annuities through Allstate Corp. agencies as the largest publicly traded U.S. auto and home insurer ceases to offer its own brand of the retirement products.
Over the past few weeks, Fidelity Investments has made strategic fee cuts and launched new products to ensure that its products are the cheapest in two categories in which the Vanguard Group Inc. has been eating their lunch for a decade.
The action in exchange-traded funds investing in India started heating up the day after Labor Day. Since then, the funds have had a 28% run that erased most of the losses they'd suffered this year, while the broader emerging markets are up 10%. ETF investors who want to amp up their exposure to India have options ranging from a broad basket of mostly large-cap stocks to a far-riskier bet focusing on small-caps.
Though not cost-free, products find favor and a key place in client portfolios.
Sell-off has created a market with lots of sellers and few buyers. Could tax season provide a solution?
In the wake of fraud allegations over alternative investments, Bruce Kelly warns that advisers need to do their due diligence when choosing an alt. <b>More:</b> <a href="http://www.investmentnews.com/article/20130811/REG/308119973">Investors defrauded by real estate guru: Finra</a>
Portfolio manager still plans to do corporate analysis, study astronomy.
The fact is, mutual funds come and go. And they come and go often, which is a reality that financial advisers should not only be aware of, but should be watching for lest their clients are left holding the bag of heavy tax and transaction consequences.
The Federal Reserve has an economic problem worthy of a Shakespearean tragedy. It's worked tirelessly to support the markets and prevent an economic depression but it has created a problem for which there is no clear solution.
Plenty of legs left in equity rally; companies flush with cash
Friday's breakfast is served: Big banks feel the heat from religious investor groups; Deutsche Bank settles with Finra; the housing recovery's recovery and Jamie Dimon's wacky holiday card
Says of firm's new refund plan: 'It's about time somebody stepped up.'
