Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.
From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'
According to the lawsuit, agents being recruited away have been encouraged to create contact lists and download data on flash drives to later solicit clients.
They combine the benefits of active management with liquidity, transparency and cost efficiency.
Recent offerings include those from AT&T, Amazon, Philip Morris and BAT.
Fixed income and emerging markets are areas where active funds make sense, some experts say.
The profession will need to adjust to enormous shifts in the socioeconomic environment in the coming decade.
An estimated $6.7 billion has flowed into emerging-market stock funds and ETFs so far this year, according to Morningstar.
Fund sponsors followed flows, which led to a reasonably happy outcome for many.
The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.
International mutual funds and ETFs are on a roll. Is it time to get in or get out?
The $244 billion invested in emerging-market ETFs is about 19 percent of the total invested in emerging-market mutual funds, according to the firm.
Investors who bought high-yield corporate debt made 100% on their money over the last 10 years.
A fiduciary process involves a full understanding of what should be done, rather than what can be done.
Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.
Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell.
The Financial Industry Regulatory Authority Inc. and FSC Securities last Thursday announced that the firm will pay a $100,000 fine and $492,000 to clients.
The company may seek to exit its John Hancock unit in the U.S.
U.S. stocks? Not so much.
