Insurer brings its Essential Income 7 indexed annuity, Essential Income Benefit feature, to the platform.
Replaces father, Edward “Ned” Johnson, who will retire but remain chairman.
Investors using market-cap-constructed funds run risk of overweighting near-developed economies
UBS is preventing some clients from investing in Pimco funds following the abrupt departure of Bill Gross, as well as increased scrutiny from influential investment researchers.
A lot of downside risk in fixed income has been removed and investors should take advantage of strong investment opportunities that have formed in the bond market.
If you can withstand early bumps, growing economy will justify stock market gains.
Despite hunger for risk with stock rally, appetite also strong for world's safest asset.
Former Fed chief not so sure on timing as equities not "grossly overpriced"
Despite record revenue at UBS Wealth Management Americas, profits fell in the second quarter as the firm reported that it had to set aside $44M for litigation costs, mostly related to the firm's investments in Puerto Rico.
Combined balance sheets of U.S., Japan and euro area likely to swell another 20%.
Muni bond funds face ongoing Puerto Rican woes as Franklin Templeton and OppenheimerFunds challenge legality of Puerto Rican debt law
The bond market, unparalleled in predicting shifts in the U.S. economy over the decades, has a message: Interest rates aren't going to rise as high as even the Federal Reserve's own forecast.
Proactive service during turbulent markets can help strengthen existing client relationships – and help forge new ones.
Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers.
Regulators homing in on whether insurers are presenting a picture of performance that's too rosy.
The pros and cons of the Total Return Fund and Total Return ETF in the wake of Bill Gross' departure
Debut of its new offerings follows an industrywide surge in popularity for the products.
Talking clients through the complexities of alternative investments requires simplicity and a focus on function.
One problem: Indexes used by most investors have big concentrations in countries that are not emerging anymore.
Catch up on this week's must-read stories for advisers, including the latest post-Gross Pimco developments, a robo-adviser launched by two financial media titans, and more.
