A combination of equity market volatility and slumping interest rates pushed sales of fixed indexed annuities in the third quarter to a new high, according to data from LIMRA and AnnuitySpecs.com.
Generous withdrawal benefits for variable annuities — albeit with limits — continued their comeback in the third quarter, according to a report from Ernst & Young.
Affinity Investment Services LLC has been ordered by a Finra arbitration panel to pay $925,000 to a former broker who alleged she was fired after complaining about wrongdoing at the firm.
Mexican telecom tycoon Carlos Slim is the first man from a developing nation to become the world's richest person — a shift that underlines the loosening of America and Europe's stranglehold on the top spots in the billionaires' club.
The world's monetary system is in the process of melting down. We have entered the endgame for the dollar as the dominant reserve currency, but most investors and policy makers are unaware of the implications.
Economy, high correlation force fund managers to look beyond fundamentals; 'the world is a riskier place'
Advisers seek out 'pockets of opportunity' for high-net-worth investors; the bonds from Brazil
On the heels of the nation's economic meltdown two years ago, the White House is determined to promote financial literacy among Americans.
First time in three years; MassMutual's RetireEase top seller in third quarter
Erskine Bowles and Alan Simpson, co-chairmen of the National Commission on Fiscal Responsibility and Reform, have accomplished something politicians rarely achieve: Their plan to cut the federal government's deficit to a sustainable 2% of gross domestic product over a number of years includes something distasteful to virtually everyone.
The IPO market is getting its groove back, with a string of big offerings last week — likely the strongest showing since March 2008
In the rush of year-end activity, it's important not to forget your IRA-related to-do list. The following are some of the most overlooked year-end items.
Financial advisers are a grateful tribe, and one thing they all agree on as the nation counts down to Thanksgiving is that clients rank high on their list of blessings.
The next stage of the market rally will likely favor high-quality stocks, according to Scott Thompson, manager of the Aston/Montag & Caldwell Mid Cap Growth Fund Ticker:(AMCMX).
Although advisers to venture capital funds are exempt from registering with the Securities and Exchange Commission under the new financial reform law, determining the definition of venture capital could generate controversy.
A combination of equity market volatility and slumping interest rates pushed sales of fixed indexed annuities in the third quarter to a new high, according to data from LIMRA and AnnuitySpecs.com.
With a market share more than twice that of its closest competitor, The Charles Schwab Corp.'s Advisor Services unit is the acknowledged king of the RIA mountain — and Bernie Clark intends to keep it that way
Fidelity Investments today is launching a service designed to help investment advisers who use the firm's custody services attract more business from wealthy clients by giving them access to its single-family-office services
