BlackRock Inc. may be touting its new indexed target date series, but it will face some tough competition from established players in the market.
Carriers think VAs are an attractive area for growth, but the product line faces some hurdles that may dampen sales.
Finra is putting the finishing touches on a rule proposal that would shorten the amount of time available to broker-dealers to come up with estimated valuation of a nontraded REIT
Industry observers think the Securities and Exchange Commission will have to backtrack on a proposal to increase the number of people regulated as municipal advisers
The REIT industry is guarding against a potential proposal from the Obama administration that would impose new taxes on partnerships and similar companies with more than $50 million in gross receipts that are currently exempt from corporate income tax.
For advisers whose clients may be invested in any of the some six dozen nontraded real estate investment trusts, here's something in the category of “it's about time”: liquidity
Not-so-binding arbitration? Two months after Raymond James Financial Services Inc. was ordered to pay $1.7 million as a result of an arbitration decision over suitability, the broker-dealer and the client are arguing in court.
The worst may be over for municipal-bond funds
Citibank claims the Federal Reserve's reckoning of the muni market doesn't include $700B in bonds bought directly by individual investors. Why is this important? A), it underscores the lack of credible info about tax-exempt debt. And B), as one muni bond manager put it, 'Armageddon is not right around the corner.'
Pioneer muni fund sees increased interest, nice yields as angst subsides
Galliard Capital Management Inc.'s stable-value funds, designed to preserve principal in tumultuous times, drew more than four times the usual inflows in August as market volatility increased, said managing partner John Caswell
Vice chairman of Beacon Trust signs on as chief research officer
Ninth straight quarter of negative outflows
Survey finds they are more likely to stick with managers that display consistency -- but time horizon getting shorter
U.S. companies are earning too much for the bull market to be derailed by speculation that Europe's debt crisis will spread, according to Laszlo Birinyi, who advised clients to buy shares before they bottomed in March 2009
MetLife Inc., the largest U.S. life insurer, regained the top spot in variable-annuity sales in the first half of the year, leading a group of five firms expanding their dominance in the industry.
Federal Reserve Chairman Ben S. Bernanke tomorrow may disappoint stock investors betting on a commitment to step up stimulus. He has little choice, given rising consumer prices and a U.S. economy that is still growing.
Survey reveals big disconnect between what investors want — and what fund managers think they want
