The rally in bonds from real estate investment trusts that's made property debt the best performer this year is overdone as a slowing economy may threaten their performance, according to Pacific Investment Management Co.
Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC, shared some insights on how the stock market is uniquely poised to present both short and long investment opportunities in what he calls a “tale of two markets.'
Federal regulators on Wednesday proposed new disclosure rules for target-date retirement funds that would require sponsors to spell out how they are investing the money and to warn about risks.
"Longevity bonds" would be issued by the government and would act as a hedge for pension plans and insurers.
S&P thinks it is appropriate to put a global equity ETF like IOO into the strategic or core part of a portfolio that provides broad representation in major markets.
Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.
Fund industry participants lauded the SEC's latest attempt to boost target date fund disclosure — but say that more could be done to help clarify the investments for participants.
The Department of Labor and the securities regulator are said to be working on a joint consumer alert about target date funds. Other guidance from the DoL is in the offing, too.
The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product recommended by the adviser.
Variable annuity sales increased during the first quarter, while sales of fixed annuities slipped.
In an attempt to appeal to dually registered advisers, major life insurers are launching fee-based annuities.
Industry leaders say advisers and consumers want simpler, cheaper annuities
In a bid to ease investors out of cash and back into the market, Putnam Investments is dropping the sales charge and broker payout on the Class A and Class M shares of three of its mutual funds.
When Robert L. Reynolds took over as president and chief executive of Putnam Investments in June 2008, the once-mighty fund company was sinking fast.
Fidelity Investments today announced that it will offer its retail customers — and and its registered investment adviser clients via a separate program — commission-free online trades for a suite of 25 iShares exchange-traded funds from BlackRock Inc.
The Charles Schwab Corp. — in a bid to attract more trades from customers who use deep-discount brokerages — plans to lower its commissions on all online stock and non-Schwab ETF transactions to $8.95 per trade.
Several state insurance regulators are considering changes that could make sales of variable annuities more burdensome for financial advisers and agents, and may even discourage the use of such investments in certain situations.
Last week's market sell-off has investment strategists and financial advisers hunkering down in anticipation of continued market volatility, but they aren't ready to say that it marks the beginning of a double-dip recession.
Charles Schwab Corp. said it agreed to pay an additional $35 million to settle claims that the online brokerage misled investors who owned its Schwab YieldPlus Fund.
