Investing

Displaying 16158 results
Advisers shy away from LTC insurance dialogue: Study
RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Nationwide, AIG see huge gains in fixed indexed annuity sales; Allianz and Security Benefit flounder

Nationwide's sales jumped 460% in 2015 as a new product and distribution partnership has begun to bear fruit.

By Greg Iacurci
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities

The deal is part of a broader deal announced Feb. 29 between the two insurers, which includes the purchase of MetLife's Premier Client Group.

By Greg Iacurci
Money manager's mea culpa cost him nearly $1 million
MUTUAL FUNDS FEB 21, 2016
Money manager's mea culpa cost him nearly $1 million

Francis Chou returns fees to money-losing Opportunity Fund

By Bloomberg
BlackRock: Bond investors are underestimating Fed
EQUITIES FEB 21, 2016
BlackRock: Bond investors are underestimating Fed

The world's biggest money manager is warning bond investors they're not prepared for the Federal Reserve to raise interest rates.

By Bloomberg
EQUITIES FEB 21, 2016
Distinguishing tax efficiency from after-tax returns

<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.

By Jeff Benjamin
Fixed indexed annuities continue their surge with record sales year
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Fixed indexed annuities continue their surge with record sales year

Market volatility, a larger market of sellers and a boost among previously uninterested distribution channels has contributed to the growth.

By Greg Iacurci
MUTUAL FUNDS FEB 19, 2016
How the U.S. government inadvertently launched the ETF industry

But for all their charm, ETFs are an increasing concern to regulators

By Bloomberg
Why 2016 could be the year of multifactor ETFs
ETFS FEB 19, 2016
Why 2016 could be the year of multifactor ETFs

Advisers should assess multifactor ETF options with the due diligence they would apply to an active mutual fund manager.

By Jay Jacobs
Voya lowers caps, participation rates on indexed universal life policies
LIFE INSURANCE AND ANNUITIES FEB 19, 2016
Voya lowers caps, participation rates on indexed universal life policies

Voya is reacting to rising market volatility, and policyholders could see less contract returns as a result.

By Greg Iacurci
Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark
ALTERNATIVES FEB 18, 2016
Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark

<i>Breakfast with Benjamin</i> The collapse of alternative investments platform Aequitas Capital Management continues to unfold, while investors and advisers are kept in the dark.

By Jeff Benjamin
FIXED INCOME FEB 18, 2016
Junk-bond liquidity is nearing a tipping point

<i>Breakfast with Benjamin</i> In case you've forgotten, the junk-bond market is still in shambles.

By Jeff Benjamin
Dislocations give alt funds a chance to shine
EQUITIES FEB 18, 2016
Dislocations give alt funds a chance to shine

Dislocation among sectors, industries and securities, creates the perfect environment for alternative strategies.

By Jeff Benjamin
ALTERNATIVES FEB 18, 2016
Tumultuous stock market puts spotlight on liquid alternative mutual funds

How are these funds performing? At first blush, not that badly

By John Waggoner
Putting ETF liquidity concerns in perspective
EQUITIES FEB 18, 2016
Putting ETF liquidity concerns in perspective

<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.

By Jeff Benjamin
Texas REIT provides new details on charges that it is the victim of short sellers
ALTERNATIVES FEB 18, 2016
Texas REIT provides new details on charges that it is the victim of short sellers

In SEC filing, Texas REIT United Development Funding IV claims a smear campaign has been mounted to drive down the price of its stock.

By Bruce Kelly
The largest variable annuity providers
LIFE INSURANCE AND ANNUITIES FEB 17, 2016
The largest variable annuity providers

By Mark Bruno
Some funds are just plain contrary
MUTUAL FUNDS FEB 17, 2016
Some funds are just plain contrary

You may think you're a contrarian &amp;mdash; a fearless thinker who goes against the herd on the Street. But it's much harder being one than you might think. At least, that's the message from the few stock funds that carry the word &#8220;contrarian&#8221; in their names.

By John Waggoner
New rules for indexed universal life insurance underscore due diligence concerns
LIFE INSURANCE AND ANNUITIES FEB 17, 2016
New rules for indexed universal life insurance underscore due diligence concerns

Actuarial Guideline 49, the second phase of which goes into effect next month, highlights how advisers can't rely on illustrations when assessing the strength of a policy.

By Greg Iacurci
EQUITIES FEB 16, 2016
Fed minutes, oil drive stocks higher

<i>Breakfast with Benjamin</i> Renewed strength for oil and some candid comments from the Fed stoke the biggest three-day gain since August.

By Jeff Benjamin