General Atlantic is becoming a minority owner as Creative Planning continues to expand
Van Eck files for fund that will focus on investment-grade state and local government debt that funds projects promoting sustainable development
Investors in states like California and New York seem to be ignoring the ratings on municipal bonds as they deal with the limits on deducting state and local taxes
With the final product still awaiting regulatory approval, Legg shows unyielding support for the new ETF wrapper by increasing its stake in Precidian
The SECURE Act makes it more likely that employer-sponsored plans will add insurance products, and advisers will have ample opportunities to help clients
The SECURE Act could boost annuities in 401(k)s, and an industry group wants to help insurers break into that market
Its new partnership with PE specialist HarbourVest initially targets nonprofits but eventually will be available to individual investors
MSRB study shows retail investors purchase more 3%-3.5% coupon bonds, institutional buy 5%
Vanguard still accounts for 37% of the market for target-date funds, Morningstar data show
Bankers help wealthy clients use planes and other assets as collateral
The Financial Services Institute and an insurance group are among those varying from their pace in previous cycles
The data and ratings firm is acquiring an index and information service that could be of interest to retirement plan advisers
The market for passive funds is on a tear, but is that the only market being impacted by the low-cost investing push? Will advisers continue to favor ETFs this year? InvestmentNews' George Moriarty looks at both
Some advisers point to the recent lost decade for non-US equities as just the reason to go more global
As he announces his retirement, Stevens defines the trade association’s hallmark during his tenure: ‘We try to bring facts to the table.’
Much ado about fees and nontransparent exchange-traded funds
Asset managers have high hopes for the new type of wrapper, expected to hit the market in the next few weeks
Group says Reg BI enforcement probably won’t draw same criticism as share-class crackdown
Three salesmen barred for selling the Woodbridge Ponzi scheme still have state licenses to sell insurance
Retirement plan participants who traded in their accounts in 2019 largely moved out of stock funds and into fixed income
