Morningstar reported a Great-West Financial bond fund returned 7.1% in the third quarter— except it didn't.
Given the extent of the stock market's gains, the sell-off was 'slightly overdue'
Finra charged Stanley Niekras in 2016 with violating industry catch all Rule 2010, but couldn't produce testimony from key witnesses.
In past downturns, individual investors have pulled money out of munis in droves
Older investors have the lion's share of investible assets, but their age or need for current income could limit their interest in ESG equity investments.
If other insurers also start to terminate VA trail commissions, brokers might opt to take upfront sales commissions instead and start churning their clients' annuities.
Medicare enrollees should review their drug coverage and Advantage plans for 2019.
In addition to explicit expenses, implicit and opportunity costs should be factored into which exchange-traded fund is chosen.
Suit alleged the insurer improperly increased monthly costs to avoid guaranteed monthly interest payments.
10-year note yield moves above 3.20% for the first time since 2011.
TD Ameritrade and Ric Edelman are the latest to invest in digital asset companies.
With many people depending on a practice to continue operating in an advisor's absence, it's vital to have a detailed continuity plan. Learn how to get started on yours today.
Like stocks, ETFs are portfolios of holdings in which shares trade throughout the day—but there are key differences. Explore three levels of ETF liquidity.
But medical expenses will consume a growing portion of retirement budgets.
Accounting scandal from 2014 could wind up costing shareholders 75 cents per share, analyst says.
JB Investment Management helps RMB expand their fixed income offerings for clients.
Financial advisers say the move will leave their clients vulnerable and sets a bad industry precedent.
But Wall Street strategists are urging caution amid forecasts that profit growth will slow.
Cheaper corporate bond exchange-traded fund sees big inflows, while a similar BlackRock fund with higher expenses sees outflows
Kudos to the NAIC for making LTC policies safer.
