B-Ds and other annuity distributors are asking insurers for product specifications with an eye toward compliance with the new regulation.
New regulatory environment calls for a more holistic evaluation process.
Health-care costs are “the great unknown of retirement” for many advisers.
Plus: Trump would dump Yellen, bracing for the next housing bubble, and 401(k) realities that should not be ignored
Plus: The dirt on negative bond yields, long-term investing in a short-term world, and switching banks
The DOL fiduciary rule and competition from robo-advisers will continue to result in pricing pressure.
Management will be rewarded for beating the S&P 500, a first for the growing industry.
The eleventh sector of the index alters the dynamics of the financial sector.
The new sector has 28 issues with a market value of about $605 billion.
Sales of nontraded REITs have fallen off a cliff as the brokerage industry struggles to adapt to new regulations.
What's good for flash traders might not be good for you.
Plus: DOL rule drives some advisers out of the business, a speculative bet on gold, and don't put this on your resume
Selection process will be like a suitability standard on steroids, requiring an analysis like those done by a financial planner.
Robert Citrone, the Tiger cub who now runs one of the best-known macro hedge funds, is sounding the warning bell for investors.
The funds are more flexible than annuities, but can't guarantee a set payment for life.
Hybrid strategy between active management and index funds needs to perform and be cheap.
No matter what inflation feels like to you, it's what Wall Street sees that matters for investing.