Negative publicity about so-called retained-asset accounts may fuel litigation, withdrawals by beneficiaries
White House, lawmakers back VA probe of retained-asset accounts; 'unacceptable'
Stocks on the continent are cheaper, dividend yields are higher, compared with U.S. offerings; 'good merchandise elsewhere'
Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com today by analyst Christopher Davis.
Money poured into target date funds during the first quarter, led by The Vanguard Group Inc. and T. Rowe Price Group Inc.
But money flowed into TDFs run by Vanguard and T. Rowe Price in the first quarter
Large institutional traders around the world are concerned about the impact that high-frequency trading has on the equity markets, according to a new survey of traders at 630 institutional asset management firms.
Based on what Treasury Secretary Timothy Geithner said last week, it seems unlikely that mutual funds are going to be designated as systemically important financial institutions under Dodd-Frank
Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com last week by analyst Christopher Davis
Variable annuities, which combine mutual-fund-like investing with income or other guarantees, are as controversial as ever — but investors increasingly are considering purchasing them, financial advisers say
MetLife Inc., the largest U.S. life insurer, has selected Steven J. Goulart as chief investment officer to oversee a portfolio valued at more than $450 billion
Treasury Secretary addresses issue of whether funds are too big too fail; well, are they or aren't they?
More than three-quarters of retail advisers say they have put clients into nontraditional assets; 'huge opportunity'
Struggling B-D ordered to pay $578K over private-placement sale; brokerage down to $80K in net capital
Regulator issues alert about structured products, bank loan funds; 'significant recent inflows'
Offers exclusive program for high-producing FMOs — if they agree to tougher compliance standards
As financial advisers' use of options becomes more routine, the unsurprising results of a survey showed that advisers managing the most assets are “significantly” more likely to use the derivatives than peers with smaller amounts
Investors who are looking for diversification, higher-than-average growth and lower-than-average risk might want to consider one of the most overlooked investment areas on earth: Africa
