With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.
Some funds held in many retirement savings plan have large holdings of stocks like Meta, Amazon.com and Apple, which is hurting the funds' performance this year.
Commission revenue for fixed-income investments and annuities increased in the third quarter at LPL.
Libra Insurance Partners and Insurance Designers of America have agreed to merge.
With focuses spanning from municipal bonds to short-duration debt, the ETFs are meant to offer access to high yields while managing risk linked to the Federal Reserve’s aggressive monetary policy.
Crypto site Bitstacker.com analyzed Google data on search terms related to digital assets and scored each state on its residents’ use of the search terms.
Total annuity sales rose 27% to $79.6 billion in Q3, Limra reported, while fixed-rate deferred annuity sales came in 159% higher than in the same quarter last year.
The deal combines North American and European businesses to create Nuveen Private Capital, a global debt platform with more than $60 billion in committed capital.
As investors try to buy the bonds before the rate drops, they're reporting glitches in creating accounts and delays in loading pages on the Treasury website, along with long wait times when calling the helplines.
The cash flowing into dividend-focused exchange-traded funds is already running 25% higher than the record haul secured in 2021.
Products that have high sustainability scores but aren't necessarily labeled as ESG are cheaper, according to a YCharts report.
Goblins and ghouls are scary, but big moves in the stock market can elicit even more emotion among investors.
Financial advisers have until Nov. 1 to help clients lock in the current rate, which drops by a third to 6.48%.
State regulators filed cease-and-desist orders against an organization based in the country of Georgia that was selling non-fungible tokens known as Slotie NFTs.
While the high volatility can provide buying opportunities, any effort to call a bottom has been thwarted as yields drifted higher.
There's some chance that members of both parties will want to open private markets to more ordinary investors.
The Federal Trade Commission says older Americans lost $147 million in 2021, up 213% from 2020, with crypto rip-offs being a leading culprit.
In the 2022 tax form draft instructions, the agency explicitly says that digital assets include NFTs and virtual currencies.
Atlanta-based Kalos Capital has been crushed by more than $9 million in legal fees and costs related to sales of GPB private placements.
The ESG product would seek to expand disaster coverage and provide pricing transparency.
