Pinning the value rally on the Fed, hoping for the best.
It's essential to be familiar with the many varieties of Medicare enrollment periods so your clients can make the best choices.
The largest LTC insurer is offering a medically underwritten single premium immediate annuity as an alternative for older Americans.
Advisers should take these factors into account when incorporating long-term-care insurance into a client's financial plan.
Outflows at Franklin and Waddell & Reed mask overall healthy inflows.
August and September can be rough months for investors.
ETFs and active small-cap funds still lead the market despite Federal Reserve chatter.
Sales are estimated to fall to $40 billion next year, a level not seen since 2013. The drop would put an end to the products' nearly decade-long surge in growth.
Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.
Plus: You probably shouldn't curse in front on your clients, there's a limit to delaying retirement, and do we really need all these dollar bills?
The divide has grown between Goldman Sachs and Morgan Stanley over the likelihood of higher U.S. interest rates this month.
Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense
Advisers should not forget overall portfolio construction objectives when chasing dividend yields.
Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food
Regulator: "There is concern that retail customers may not fully understand the risks and the potential impact on their portfolios."
Plus: Honoring SPY, you will be voting for bigger deficits, and broke millennials as a voting bloc
Japan's Government Pension Investment Fund loses 3.9%, erasing gains from previous six quarters.
Agency reaches settlements with issuers, doesn't access fines.
The Investment Company Institute blasts the state over its plans to exclude mutual funds from the proposed Secure Choice program.
