Acquisitive company looking at 'everything that goes by'; Pioneer Investments being eyed?
It should be easier for employers to include annuities in their retirement plans because Americans are at risk of outliving their savings, an insurer told Labor and Treasury department officials today
Bond guru slashes holdings in government paper from 'overweight' to 'small underweight'; sees 'long-term bottoming process'
Data shows an 83% flip rate over past three years; firm cites revamp of Retirement Ready line
Such portfolios seen as the next big push for providers of exchange-traded funds
The capital markets continually set traps for the unwary, and it is financial advisers' responsibility to help their clients avoid them.
The rally in bonds from real estate investment trusts that's made property debt the best performer this year is overdone as a slowing economy may threaten their performance, according to Pacific Investment Management Co.
Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC, shared some insights on how the stock market is uniquely poised to present both short and long investment opportunities in what he calls a “tale of two markets.'
Federal regulators on Wednesday proposed new disclosure rules for target-date retirement funds that would require sponsors to spell out how they are investing the money and to warn about risks.
"Longevity bonds" would be issued by the government and would act as a hedge for pension plans and insurers.
S&P thinks it is appropriate to put a global equity ETF like IOO into the strategic or core part of a portfolio that provides broad representation in major markets.
Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.
Fund industry participants lauded the SEC's latest attempt to boost target date fund disclosure — but say that more could be done to help clarify the investments for participants.
The Department of Labor and the securities regulator are said to be working on a joint consumer alert about target date funds. Other guidance from the DoL is in the offing, too.
The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product recommended by the adviser.
Variable annuity sales increased during the first quarter, while sales of fixed annuities slipped.
In an attempt to appeal to dually registered advisers, major life insurers are launching fee-based annuities.
Industry leaders say advisers and consumers want simpler, cheaper annuities