Investors searching for a source of income could look to credit funds with attractive yields.
Measures that would build on the SECURE Act's efforts to improve retirement security could run into trouble if consumer advocates zero in on annuity reform.
Total US annuity sales rose 4% to $63.6 billion, according to the Secure Retirement Institute.
Advisers should talk to their clients about their comfort level with risk and whether they prefer a safety-first approach.
The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.
The crackdown could hit everything from leveraged and inverse vehicles to cryptocurrency-linked funds and defined-outcome strategies.
The additions will bring the agency's Crypto Assets and Cyber Unit to 50 people.
Mercer is acquiring HYA Advisors, an RIA based in Springfield, Missouri, as private equity money continues to drive RIA consolidation.
Asset-based pricing still dominates in wealth management, but the trend is moving away from charging clients based on portfolio size.
American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.
Many Vanguard clients who invested in target-date funds face significantly higher tax bills this year because of a change the company made to its target-date funds in late 2020.
As interest in ESG investing grows, advisers are reaching an inflection point.
The best time to consider long-term services and support is before a parent experiences a health care event like a fall, heart attack, car accident or cognitive decline.
Many growth-oriented stock funds offered in 401(k) plans are down more than 10% so far this year.
As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.
The product is the first to include the top carbon-offset futures markets into one fund, the firm says.
71% of employers feel the deteriorating mental health of their workforce is having a negative financial impact on the company.
The measure sponsored by a bipartisan group of representatives would bring exchanges that offer digital assets like Bitcoin directly under the purview of the Commodity Futures Trading Commission.
Sales were the second-highest ever but still far behind those from a year ago, according to ETFGI.
Just 66% say target-date funds do extremely well or very well when it comes to helping plan participants deal with their income needs during retirement.
