Jackson National Life Insurance Co.'s temporary halt on tax-free exchanges of variable annuities is in effect until Dec. 16 — but it turns out not everyone is subject to the suspension.
Van Eck Associates Corp. is moving ahead with an exchange-traded fund focused on Puerto Rico and other U.S. territories, the first of its kind, even amid the biggest losses for the island's securities since at least 1999.
Two industry heavyweights love equities, but hate Washington politics, Obamacare.
Some clients could come close to breaking even with the deal.
But over six to 12 months, conditions favor stocks over bonds, Nuveen strategist says
They badly underestimate the cost of nursing home care.
Plus: Fed taper could hit savers hard, new scrutiny on company stock in K plans, the stocks hedge funds love and Consumer Report's annual "naughty and nice" list. All in today's Breakfast with Benjamin.
One tech guru says the value and promise of bitcoin can completely revolutionize the global economy and has the potential to bypass banks altogether.
What's <i>InvestmentNews</i> senior columnist Jeff Benjamin reading this morning? Whether your clients need long-term care insurance, hedge funds loading up on GM stock, Greenspan calls Bitcoin a bubble, JPMorgan confirms cardholders were hacked and Britain gets bullish. Breakfast with Benjamin is served.
Ventura Wealth Management's strategy analyzes 40 different asset classes as part of an ongoing asset-rotation technique designed to emphasize the potential of the top five asset classes.
With huge balance sheets to manage, central banks diversify away from bonds, buy gold. What can advisers learn from the Ben Bernankes of the world?
Investors pumped $8.9 billion into money-market mutual funds on Thursday, the first day of deposits in more than two weeks, as an agreement by lawmakers in Washington averted a government default.
How to find undervalued stocks in a bull market. Plus, Bitcoin (yes, Bitcoin) gets legit; big investors licking their chops at BofA $8.5B settlement proposal; some good news for Madoff victims; and welcome back cap gain distributions. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
Joe Duran offers three simple ways to make volatility your ally by preparing clients now for the next big market drop. They'll thank you later.
Filtering out the nonsense in a month's worth of financial polls to uncover the most striking findings, providing some insight into the minds of investors.
This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.
Recent history shows why and how diversification and active strategies not only work but are necessary.
