Annuity and life insurance products would likely see better contract guarantees long-term.
Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.
The Securities and Exchange Commission will be looking at ETF sales strategies, trading practices and disclosures, as well as suitability and sales supervision of variable annuities.
The firm has amassed four times the amount of assets held by either Betterment or Wealthfront and more than twice as much as Schwab.
Case highlights vulnerability of advisers when they don't use up-to-date methods to project costs.
Blackstone Alternative Multi-Manager Fund's assets have fallen to $631 million from $1.2 billion.
Their features require careful explanation, but today's fixed indexed annuities can offer upside for clients.
Advisers need to bear in mind that this cousin of traditional universal life insurance requires unique precautions.
Long-suffering energy limited partnership funds, for example, have leaped 21.46% the past 30 days.
Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds"" target=""_blank"" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>
The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.
Faced with one bond-fund meltdown and worried about others, the Securities and Exchange Commission is pushing new rules to ensure investors can get their money back when they want it.
Distribution of more variable annuities in an advisory rather than commission environment could play out as a result of Labor Department regulation.
<i>Breakfast with Benjamin</i> If the data is correct, women's investment returns have been trouncing men's for nearly a decade.
Ill-named strategy finds place between passive and active.
IPO is the first of its kind and, with low fee, could attract investors away from nontraded REITs.
<i>Breakfast with Benjamin</i> An estimated 70 million Americans will wager $9.2 billion this year through March Madness office pools, but keep in mind that any winnings are taxable.
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
Goldman's new online bank, acquired from General Electric last week, caps a decade-long shift by the firm and Morgan Stanley to lean more on deposits for funding.
