Although sales figures were down considerably for most categories compared with the first quarter of 2020, fixed-rate deferred annuities and registered index-linked annuities, or RILAs, saw purchases up by 46% and 89%, respectively, according to a report from Limra’s Secure Retirement Institute.
Staying ahead of inflation in a low-yield environment can mean taking on more risk with emergency cash positions. The shortest-term certificates of deposit are yielding less than 65 basis points.
The record-breaking boom in clean energy funds is rapidly giving way to a bust; since the beginning of May, about $154 million has been pulled from clean energy ETFs.
Knight Nguyen Investments and its owner claimed to be experts in alternative investments.
The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.
In the fund tracker's second round of measuring the ESG commitment of asset managers, it found that most fund companies rank near the bottom.
The exchange has proposed listing Fidelity's Wise Origin Bitcoin Trust, saying in its filing that concerns about potential manipulation of a Bitcoin ETF have been 'sufficiently mitigated.'
One of life’s most challenging circumstances is caring for a loved one. Here’s how advisers can help female clients who are thrust into the role.
Self-directed investors are reaching thresholds that are starting to make professional financial advice more appealing.
These charts are based on data from Refinitiv Lipper, an LSEG business, and reflect data through March 31.
The heads of the Senate and House committees overseeing labor want to know whether TDFs are working as advertised.
Expanded government crackdowns on syndicated conservation easement land deals are creating financial and legal headaches for some wealthy investors.
A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.
The B-D's $1.3 million settlement with the regulator involves its failure to supervise adequately a complex series of transactions involving variable annuities and whole life insurance policies.
The Biden administration's record-setting government spending is seen as a path to higher inflation.
Ironic that the boost in oil prices is helping funds aimed at supporting firms with strong environmental, social and governance scores.
Exchange-traded funds are generally more tax-efficient, spinning off fewer capital-gain disbursements that for some could soon become a lot more costly.
The court found that the rule was unconstitutionally vague and gave the state too much latitude to find violations.
In a filing Wednesday, the agency said it was postponing its decision until June 17. Optimism has been growing that the SEC may finally approve a Bitcoin ETF launch this year.
The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.
