Investing

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AMC shakes off 40% plunge as meme stock frenzy continues
EQUITIES JUN 03, 2021
AMC shakes off 40% plunge as meme stock frenzy continues

The rally initially collapsed Thursday after the company disclosed plans to sell more shares so it could cut its heavy debts.

By Bloomberg
ESG investing can be volatile — but doesn't have to be
EQUITIES JUN 03, 2021
ESG investing can be volatile — but doesn't have to be

Investors in concentrated ESG strategies have experienced crashing lows from the highs of last year, while broadly diversified strategies have offered a smoother ride and still beat the S&P 500.

By Jeff Benjamin
If rates stay low, expect retirement security to take a hit
RETIREMENT PLANNING JUN 02, 2021
If rates stay low, expect retirement security to take a hit

Some of the factors that have led to the current low-interest-rate environment could remain in play for years, according to an analysis of existing research recently published by the Society of Actuaries.

By Emile Hallez
T. Rowe Price introduces plan tool for retirement income
RETIREMENT PLANNING JUN 02, 2021
T. Rowe Price introduces plan tool for retirement income

The goal is to help plan sponsors assess the possibilities more strategically

By InvestmentNews
ETF tracking LGBTQ index is launched
PRACTICE MANAGEMENT JUN 02, 2021
ETF tracking LGBTQ index is launched

The exchange-traded fund tracks an index of U.S. large-cap companies that have a commitment to LGBTQ diversity and inclusion.

By InvestmentNews
Satisfying changing risk appetites
LIFE INSURANCE AND ANNUITIES JUN 01, 2021
Satisfying changing risk appetites

If your clients are rethinking their appetite for risk, it may be time to make changes. Talk about reallocating a portion of their savings to annuities to help safeguard their retirement years.

By Athene
Early CalPERS Long-Term Care clients squeezed by rate hikes
RETIREMENT PLANNING MAY 27, 2021
Early CalPERS Long-Term Care clients squeezed by rate hikes

Two impending hikes that would boost premiums for existing CalPERS Long-Term Care insurance customers by 90% make coverage hard to justify, one policyholder said.

By Emile Hallez
Life insurance sales jump 11% in first quarter
LIFE INSURANCE AND ANNUITIES MAY 27, 2021
Life insurance sales jump 11% in first quarter

The quarterly sales growth was the highest since 1983, according to Limra.

By InvestmentNews
Dave Ramsey bids 'bon voyage' to timeshare-exit advertiser and all its baggage
ALTERNATIVES MAY 26, 2021
Dave Ramsey bids 'bon voyage' to timeshare-exit advertiser and all its baggage

Ramsey blamed the high cost of various lawsuits from Washington state and the timeshare industry as the reason why Timeshare Exit Team is no longer an advertiser on his platform.

By Bruce Kelly
Putnam launches its first ETFs
ETFS MAY 26, 2021
Putnam launches its first ETFs

The four actively managed funds are based on strategies employed in the asset manager's mutual funds, including ESG offerings.

By InvestmentNews
Bets against S&P 500 ETF jump to highest this year
EQUITIES MAY 26, 2021
Bets against S&P 500 ETF jump to highest this year

With the benchmark equity gauge near its all-time high, short interest in the $357 billion ETF is rising.

By Bloomberg
Rising inflation? Keep calm and invest in equities
OPINION MAY 24, 2021
Rising inflation? Keep calm and invest in equities

If price pressures are picking up, cash and fixed income will suffer, and stocks could offer investors the best return.

By Charles Lemonides
T. Rowe to cut target-date fees, add fund line
RETIREMENT PLANNING MAY 24, 2021
T. Rowe to cut target-date fees, add fund line

The firm is reducing fees and is adding a mutual fund version of its Retirement Blend series, which has existed since 2018 in CIT form.

By Emile Hallez
Treasury calls for reporting crypto transfers over $10,000 to IRS
ALTERNATIVES MAY 20, 2021
Treasury calls for reporting crypto transfers over $10,000 to IRS

The announcement pared Bitcoin's rebound from Wednesday's rout, shaving about $3,000 from the token's price.

By Bloomberg
Vanguard to offer private equity access to individual investors
ALTERNATIVES MAY 20, 2021
Vanguard to offer private equity access to individual investors

The program broadens the relationship the fund company began last year with HarbourVest to serve institutional clients.

By InvestmentNews
Talking to clients when crypto crumbles
OPINION MAY 20, 2021
Talking to clients when crypto crumbles

Advisers should empower their clients through exposure and education so they view crypto-assets like any other asset class.

By Tyrone Ross and Justin Castelli
Goldman joins banks exploring green equity as new ESG asset
EQUITIES MAY 20, 2021
Goldman joins banks exploring green equity as new ESG asset

Thirteen years after the first green bond, some financial firms are now working on creating a market for green stocks that meet measurable climate metrics.

By Bloomberg
Crypto craze coming undone now that everyone's in
ALTERNATIVES MAY 19, 2021
Crypto craze coming undone now that everyone's in

As Bitcoin and other cryptocurrencies plunge, new entrants to the market are especially running for the exits.

By Bloomberg
Life settlements seen increasing as population ages
LIFE INSURANCE AND ANNUITIES MAY 18, 2021
Life settlements seen increasing as population ages

Selling unneeded insurance policies to a third party can provide retirees with needed income.

By Mary Beth Franklin
The all-out battle over the 401(k) default option
RETIREMENT PLANNING MAY 17, 2021
The all-out battle over the 401(k) default option

The fight for the default option, like the competition to be a plan’s record keeper or adviser, could change the largely cooperative DCIO landscape.

By Fred Barstein