Lack of investment choices also slammed; fee-based variable annuities the next step?
As Pimco takes over the distribution of all its funds and expands its equity fund lineup, it plans to cut expense ratios and arm financial advisers with more research and access to its investment managers
Western & Southern Financial Group Inc.'s decision to base its variable annuity investment options on exchange-traded funds is a positive for the insurer, allowing it to better manage market risk tied to the products, according to Moody's Investors Service.
To make their variable annuities more attractive, insurers revved up living-benefit features last year
Does anyone want to write long-term-care insurance policies anymore?
To make their variable annuities more attractive, insurers revved up living-benefit features last year. This year, some top VA sellers are hitting the brakes and trimming benefits.
Cumberland Advisors, which manages $1.5 billion in separately managed accounts, has shifted its portfolio to 20% cash — the highest that it has been since early 2008, over fears related to the situation in Egypt
Summary prospectuses for variable annuities are supposed to help consumers make informed decisions about buying these complicated investments
Equities that fell furthest last year are surging the most in a decade, reversing the fortunes of mutual funds and signaling that developed countries, banks and Asian exporters will extend the global rally
As the 10-year Treasury yield percolates up toward 4% in the latest sign of looming inflation and rising interest rates, investors should start to consider hedging some of their fixed-income exposure.
Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs such as commodities-based and leveraged funds
The U.S. Securities and Exchange Commission is investigating whether exchange-traded funds are being used to hide insider trading, a person with knowledge of the probe said.
Former secretary of state warns that 'revolutionary changes' in the Middle East may not benefit the West
Oppenheimer's Zervos expects plenty of noise, but little investment impact from uprising; country accounts for meager 0.3% of global GDP
Energy sector already boosted; rare buying opportunity for frontier funds
Wealthy U.S. investors may be able to buy municipal bonds at some of the highest yields in seven months as issuers rush to borrow before year-end
Morningstar Inc. is developing ratings for advisers' exchange-traded-fund model portfolios, a first for the burgeoning industry.
Confidence hits highest level in a decade, Merrill study reveals; 67% now overweighting equities
