Though Latinos know they ought to have life insurance to protect their families, fewer of them buy it, compared with other demographic groups
If you want to reach out to an untapped audience for life insurance, try people under 45
A survey by Natixis found that about 47% of some 463 investors said they are worried about losing money due to volatility, but most still aren't interested in alternative products and strategies.
The top fund hawkers generally take the same approach to winning over advisers
BlackRock Inc., which controls 42% of the exchange-traded-fund market, is calling on its peers and regulators to raise their standards in terms of transparency and oversight of ETFs
Morningstar Inc. will begin ranking exchange-traded-fund managed portfolios, the company said last week in Chicago at its ETF Invest Conference
Raymond James Financial Inc. aims to have a no-fee ETF program up and running within six months.
Aging baby boomers represent a historic opportunity to boost the sales of income-generating investment products, according to industry leaders who kicked off the Insured Retirement Institute conference in Boston last Monday
Bob Reynolds, chief executive of Putnam Investments, last week called for the establishment of a regulatory body to approve lifetime-income products
If you're recommending long-term-care insurance to clients as a way for them to protect assets and to care for themselves when they're old and sick, you're probably doing it incorrectly.
Escalating medical expenses and Medicare cutbacks will strain retiree budgets
The Treasury's Federal Insurance Office yesterday announced that it's looking for public comments — with a special focus on systemic risk — as part of a report on modernizing insurance regulations.
The poor outlook for fixed-income returns is pushing some institutional investors to consider more-active approaches to managing their fixed-income portfolios
September wasn't good for hedge funds, but the alternative strategies on average still managed to outpace the broad equity market indexes, according to the latest report from Hennessee Group LLC
Even though the majority of advisers are not as well-versed on the subject of alternative investments as they might like, few are deterred from increasing allocations in their clients' portfolios.
Finra is continuing to shake up the way broker-dealers show the value of illiquid investments such as non-traded real estate investment trusts and private placements on clients' account statements.
Clients of David Lerner Associates Inc. holding shares in nontraded REITs created by Apple REIT Cos. Inc. received account statements at the end of last month in which the longtime value of the shares was shown as “not priced”
The price of one in a series of 10 nontraded REITs sold exclusively through David Lerner Associates Inc. took a hit yesterday when management from Apple REIT Eight Inc. said that its book value was $7.57 per share at the end of March, according to a filing with the Securities and Exchange Commission. That's in contrast to the $11-per-share price that Apple REIT Eight posted last week in a separate SEC filing.
