With life expectancies rising, fixed income investments won't make savings last longer
Bond king says property, commodities a better bet for protecting purchasing power
Hedge funds expected to see substantial leap in AUM in next five years; risk management is key
Because many complex financial products have the potential for sudden and/or severe losses of principal, it is imperative that firms recommending these products document a thorough “reasonable basis” suitability analysis.
Income enhancement still the biggest draw of VAs, study finds
Many advisers say their greatest allies in learning more about the products and closing sales are their own broker-dealer and the carriers themselves.
Initial coverage encompassed 40 funds; so far, only one merits a gold star
Advisers urged to get proactive as exclusion could drop to $1 million, from $5 million
Experts continue to foresee extreme volatility for equity markets. One small hitch: investors who've been placing VIX bets have seen their cash turn to vapor.