The latest Q3 figures point to a $331B year-to-date sales bonanza, a new record for RILA sales, and a fresh high for fixed index annuities.
The alts-focused wealth tech giant is looking to ramp up its data management capabilities with an AI-driven solution courtesy of its latest strategic acquisition.
"Puts are there to protect you when markets go down fast."
Financial professionals told InvestmentNews they see the US economy performing better and the S&P 500 going up over a year, but that doesn't mean they're putting more money into US stocks.
Survey reveals unsurprising support from fee-only advisors but CEO of Finseca says restricting yourself to one fee model is "just plain stupid."
Building on its pioneering defined maturity ETF suite, the new ETF funds-of-funds aim to give advisors a simple way to deploy the classic risk management strategy.
The association's latest alts education offering gives advisors a self-paced exploration of private equity categories, evolving PE vehicles, and their place in portfolio construction.
Clients are starting to take notice as the cryptocurrency flirts with record highs.
Trump Media shares have rallied as political betting markets show higher odds of the Republican candidate's victory on November 5.
A glaring absence of deficit discussions ahead of the November 5 presidential election could set the stage for movement in the fixed income markets.
The retail trading titan is offering users new ways to trade on the outcome of the hotly contested presidential election.
The new debt issuance will be backed by royalties from chart-topping artists like Shakira, Journey, and the Red Hot Chili Peppers.
The independent platform provider of fee-based insurance solutions is giving its RIA consumers access to two new annuity offerings, including one industry-leading product.
If a legacy transfer agent system falls in the forest, and no one is around to hear it, does it make a sound?
Emerging market strategies that shun Chinese stocks are gaining traction as investors mull volatility and economic risks.
Wealth manager reflects on how alternatives arose from turmoil.
Investors are getting additional options to dial up – or strip out – their exposure to disproportionately influential Magnificent Seven stocks.
Recommendations of more than $800k in limited partnerships led to unsuitably large concentrations of alts in their portfolios, Finra finds.
Declining representation in affluent portfolios, decreased spending from next-gen investors, and other forces are converging to form a complex picture.
BlackRock, Vanguard and Fidelity topped the AUM league table while passive strategies cemented their place with a new asset record.
