Chalk up another hard-earned lesson from the financial crisis: Investors in limited partnerships, the structure of choice for most alternative investments, discovered that giving up liquidity in exchange for higher returns wasn't such a good idea after all.
Over the past 30 years, investors have achieved diversification through a blend of stocks, high-quality bonds and cash.
Real estate money managers are still losing assets, but the outflows look to be slowing from the massive hemorrhage of 2008-09.
Employers expect compliance with the health care reform law to account for nearly one-third of the projected 10% average increase next year in health benefit costs, but most are taking steps to keep that increase at or below 6% — a move that will cause many to lose grandfathered status, according to a survey by Mercer LLC.
Although it is common, and perfectly legal, for insurers to prune funds from their VA menus periodically, financial advisers say the practice is increasingly thwarting their ability to put clients in the best possible funds.
Prudential Plc, the U.K.'s biggest insurer, promoted Mike Wells to chief executive officer of its U.S. division and appointed two new non-executive directors as it reorganizes the board after a failed takeover bid in Asia.
Attorneys also predict insurer's marketing of new VA will trigger lawsuits; 'half-baked solicitation'
Put off by the paltry yields on Treasuries, many investors are turning to emerging-markets sovereign debt for better returns.
SunTrust Banks says it's reached a deal with Federated Investors for a partial sale of its RidgeWorth Investments subsidiary.
John Henry, principal owner of the Boston Red Sox, made his fortune buying and selling commodities — one of the most volatile plays in the investment universe. But with his surprise investment in Liverpool Football Club, the buttoned-down billionaire has entered a whole new realm of ups and downs.
Access to the public-equity and debt markets continues to boost performance among real estate investment trusts, according to the latest report from the National Association of Real Estate Investment Trusts.
Financial advisers continue to work overtime to steer clients through the biggest housing slump in decades.
Citigroup Inc.'s private bank will triple the number of hedge funds such as Paulson & Co. that its wealthy clients can invest in, under a push to increase money-management revenue.
While life insurers continue to cling to their cash, a boom in mergers and acquisitions may be just around the corner, according to an analyst with Moody's Investors Service Inc.
Move frees company to focus on asset management; insurance less profitable
The Hartford Financial Services Group Inc. is disbanding its distribution arm, Hartford Life Distributors, and decentralizing its wholesalers among four recently established business units.
Long-term care insurance is considered a valuable benefit by employees, but advisers seldom share their enthusiasm.
For Tori Fontenot, the clarion call to consider long-term-care insurance for herself and her husband came as she tried to coordinate care for her elderly mother.
Florida measure empowers state to revoke licenses of brokers who have run afoul of various agencies
When it comes to municipal bond defaults, investors need to be careful about a few specific types of bonds. For most other munis, problems can be neutralized with good old-fashioned research and diversification.
