The ratings of four major life insurers with pristine Aaa ratings are likely to hold steady, provided the U.S.'s government bond rating doesn't fall by more than one rung.
Investors are continuing to flee American Funds' offerings. Three funds from the group, a favorite of advisers, made the top five in most outflows for the first half of the year.
Fidelity today launched four new muni bond funds. So what? Well, these tax-exempt offerings actually mimic target date funds. In theory, this new breed of muni fund should lower interest-rate risk.
CUSIP Global Services expects a surge in municipal-bond issuance over the next 30 days to 90 days and a global slowdown in the sale of corporate debt because of “market anxiety.”
Real estate investment vehicles rolling on with nearly 3% gain in latest quarter; up almost 33% in the past year
Commercial-mortgage-backed securities, one of the biggest sources of real estate debt in the last cycle, are back
Pearl Neier, 85, decided against long-term-care insurance after hearing about the policies from AARP, the group that lobbies for older Americans
MetLife Inc., the largest U.S. life insurer, selected Steven J. Goulart as chief investment officer to oversee a portfolio valued at more than $450 billion.
Leveraged and inverse funds over the head of the average investor, NASAA warns; plenty of fees, too
As they do with stocks, investors have the opportunity to trade listed options on many exchange-traded funds
The Illinois Securities Department has revoked the registration of two investment adviser representatives for inappropriately liquidating clients' annuities to fund the purchase of fixed-indexed annuities
Assets in variable annuities reached an all-time high in the first quarter of the year. Cash inflows helped, but the high-flying stock market was the real reason the coffers bulged.
Fund manager generating solid returns with minimal exposure to interest rate risk; plenty of turnover
A new study by the Government Accountability Office predicts that middle-class workers may well outlive retirement savings. The solution, the GAO says, is for workers to hold off on taking Social Security -- and buy annuities.
David Lerner Associates Inc. has been sued by investors who claim that it acted negligently in the sale and underwriting of more than $6.8 billion in shares of the Apple Real Estate Investment Trusts
Financial advisers around the United States are taking advantage of the depressed corporate-real-estate market to move into bigger or more impressive office space that they couldn't have afforded before prices dipped.
Investors who want to redeem their shares in the Apple family of non-traded REITs marketed by David Lerner Associates Inc., which has become the target of a regulatory action, may be out of luck
Analyst claims she didn't say what she seemed to have said when she said it on national television
Bruce Berkowitz appears to be staying away from some of his more controversial stock picks in his newest fund, The Fairholme Allocation Fund. Among the most notable absences from the top holdings of the new fund are American International Group — the flagship Fairholme Fund's top holding — and St. Joe Corp., which has received much press and attention from investors.
