Investing

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Fed chairman Powell's positive effect on stocks may be exhausted
EQUITIES NOV 30, 2018
Fed chairman Powell's positive effect on stocks may be exhausted

Latest rally leaves traders little room to ratchet down expectations for Fed rate hikes next year.

By Bloomberg
Anger over Ohio National's attack on VA contracts
RETIREMENT PLANNING NOV 30, 2018
Anger over Ohio National's attack on VA contracts

Columnist is one of the owners of a VA contract that insurer is cutting fees on.

By Mary Beth Franklin
Fear dictates ETF flows
EQUITIES NOV 30, 2018
Fear dictates ETF flows

As investors steer clear of risk, ETFs holding utilities, consumer staples and health care companies benefit.

By Bloomberg
Banks continue to unload munis in third quarter
FIXED INCOME NOV 29, 2018
Banks continue to unload munis in third quarter

Last year's tax overhaul made state and local government debt less attractive to financial institutions.

By Bloomberg
Why seniors need travel insurance
RETIREMENT PLANNING NOV 29, 2018
Why seniors need travel insurance

Medicare doesn't cover medical costs outside the U.S.

By Mary Beth Franklin
Real estate investment firm Direct Source Wealth under investigation in Indiana
ALTERNATIVES NOV 29, 2018
Real estate investment firm Direct Source Wealth under investigation in Indiana

Firm is raising millions without state or federal filings.

By Bruce Kelly
Annuity and mutual fund interests at odds over 401(k) disclosures
RETIREMENT PLANNING NOV 29, 2018
Annuity and mutual fund interests at odds over 401(k) disclosures

Insurance groups facing off against retirement industry stakeholders over issue of lifetime income illustrations.

By Greg Iacurci
Bitcoin ETFs stymied by lack of safeguards, says SEC chief Jay Clayton
ETFS NOV 28, 2018
Bitcoin ETFs stymied by lack of safeguards, says SEC chief Jay Clayton

Clayton said concerns about cryptocurrency being manipulated or stolen are keeping the agency from approving a bitcoin ETF.

By Bloomberg
Powell comment seen suggesting fewer Fed hikes
EQUITIES NOV 28, 2018
Powell comment seen suggesting fewer Fed hikes

Wall Street celebrated that news, with US stocks posting their biggest gains since March.

By Bloomberg
Market volatility pushes more RIA owners to negotiating table
RIA NEWS NOV 27, 2018
Market volatility pushes more RIA owners to negotiating table

With firm valuations tied to stock market levels, RIA owners look for exits.

By Jeff Benjamin
Congress tries to jam through retirement legislation by year-end
RETIREMENT PLANNING NOV 27, 2018
Congress tries to jam through retirement legislation by year-end

The chairman of the House Ways and Means Committee is upping the ante on his prior effort to pass a package of tax and retirement measures.

By Greg Iacurci
The gold rush that is reshaping private banking
ALTERNATIVES NOV 26, 2018
The gold rush that is reshaping private banking

An explosion in wealth in the wake of the financial crisis has banks targeting the growing ranks of super rich.

By Bloomberg
Traders put $1.3 billion into emerging-market ETFs
EMERGING MARKETS NOV 26, 2018
Traders put $1.3 billion into emerging-market ETFs

Hopes for a pause in the Fed's rate hikes and Trump's coming meeting with China's president have fueled bullishness.

By Bloomberg
Variable annuity sales up 25% from this time a year ago
RETIREMENT PLANNING NOV 26, 2018
Variable annuity sales up 25% from this time a year ago

Rising interest rates and slowing stock market drive assets to insurance products, Limra report says.

By Ryan W. Neal
Value and growth ETFs stage tug of war
EQUITIES NOV 26, 2018
Value and growth ETFs stage tug of war

Flows into both sectors reflects division over the outlook for the economy

By Bloomberg
NAIFA files suit against New York for mandating best-interest insurance sales
LIFE INSURANCE AND ANNUITIES NOV 26, 2018
NAIFA files suit against New York for mandating best-interest insurance sales

Interest group chapter argues the state's Department of Financial Services exceeded its authority with the rule.

By Mark Schoeff Jr.
Your client has a car, a gun — and Alzheimer's
RETIREMENT PLANNING NOV 26, 2018
Your client has a car, a gun — and Alzheimer's

Are you helping clients with the four key transitions in retirement?

By Stephen Gresham
Variable annuity shops eye property and casualty insurers to expand distribution
LIFE INSURANCE AND ANNUITIES NOV 26, 2018
Variable annuity shops eye property and casualty insurers to expand distribution

Jackson National and Lincoln Financial, among the largest VA providers, recently announced distribution partnerships set to kick in next year.

By Greg Iacurci
Independent Perspective: Why Reza Zamani Chose Independence
LIFE INSURANCE AND ANNUITIES NOV 26, 2018
Independent Perspective: Why Reza Zamani Chose Independence

Learn how and why one advisor decided to make the move to independence, and how his business fared.

By Gillian Albert
Medicare enrollment: Prepare or pay the price
RETIREMENT PLANNING NOV 24, 2018
Medicare enrollment: Prepare or pay the price

With rising health-care costs threatening to derail carefully constructed retirement plans, advisers should ensure clients successfully navigate the process of signing up for Medicare to avoid stiff penalties.

By Mary Beth Franklin