When a 74-year-old client visited Ellen R. Siegel six years ago with news of an upcoming 12% rate increase on the premium of her long-term-care insurance, the adviser knew she had to navigate the potential benefit cuts with the precision of a surgeon.
Guggenheim Partners LLC's announced last week that its acquisition of Rydex SGI will bring together a variety of products, including 77 mutual funds. But it is the new family of 104 ETFs that is expected to see the greatest level of development and innovation
Will make lump-sum payment the default option; policyholders must opt in for retained-asset accounts
iShares S&P National AMT-Free Bond Fund records largest loss since 2008; 'extremely overvalued'
Wealthy investors will shift more money into commodities, real estate and direct investments in private companies, a survey has found.
A federal court decision in Pennsylvania has notched a win for life settlement investors.
Those who end up paying more taxes than required on stock sales may well have tough questions for their advisers
S&P lowers outlook on tax-exempt bonds that financed construction of Citi Field; off-field drama could sap attendance
Service companies should make out best in the next decade, professor of finance says
Sales of insurance — as well as investment products — tends to attract more profitable customers; big edge in trust over brokerages
Jeremy Stoppelman, Yelp's CEO, saw shares of his company spike as much as 73% in its first day of trading on the New York Stock Exchange today.
Fake securities found in safety depost boxes in Zurich; date back to 1934
A growing number of individual investors are seeking returns from emerging markets, with China and the Brazil at the top of the list.
