State regulator says husband-and-wife team recommended that elderly clients partially surrender VAs for indexed annuities; $426K in commissions in less than four months
Commonwealth and five broker-dealers sign on to sell Allianz's variable annuity; apes LPL Financial's earlier move
With puny yields, charges can eat up to a year's worth of coupon income
No one knows how difficult it can be to manage a go-anywhere fund better than Dennis Stattman.
A slate of major life insurers — the 10 largest doing business in California — are under investigation for the way they handle dormant life insurance policies
SunAmerica Annuity and Life Assurance Co. is back in the fight in variable annuity sales after being dropped from or ignored on platforms for the past few years
Rise of middle class giving rise to property boom, says Cohen & Steers portfolio manager; Brazil tops the list
Investors in U.S. Treasuries are being lulled into a false sense of security by positive returns this year because yields aren't high enough relative to inflation, according to Bill Gross.
Independent broker-dealers and their representatives are contending with the potentially thorny issue of re-pricing shares of nontraded REITs — illiquid, long-term investments in commercial real estate
Thomas Soviero has replaced Ken Heebner at the top of the mutual fund rankings.
Leery of Treasurys? Agency debt and bank loan ETFs can make for good alternatives
Bond giant big on junk bonds from Indonesia; 'improving credit story'
You'll have a hard time finding a better portfolio manager than Dennis Stattman. So why is the famed PM of BlackRock's flagship fund steering clear of the hottest investment going?
Asset manager seeks approval to use own benchmarks for exchange-traded funds; separating itself from the pack
A compilation of research shows that exchange-traded-fund investors are wealthier, younger, and more engaged than their mutual fund counterparts -- in other words, practically perfect clients. So why aren't more advisers embracing ETFs?
GeoInvesting questioned claims made by mainland breeder -- and was proven right; 'we had no choice'
Annual levy for exchange-traded fund will be 0.55%, while fee for namesake mutual fund is 0.46%
Regulators said to be concerned about funds not truly tracking underlying indexes, as well as vulnerability to short sales
