A lack of understanding of variable annuities can lead to misperceptions among advisers of how the products function, and among clients as to what they're buying. <b><i>(Plus: <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">See the top 10 annuity sellers</a>.)</i></b>
Activist investor Marcato could demand more of a say in how the company is run in effort to boost its stock price.
With benefit open-enrollment season looming, corporate employees need to make the most out of their benefits. After all, with wages largely stagnant, benefits are the new salary.
With giant broker-dealer's stock down 25% from its high last year, experts say Marcato could push for major changes.
Wealthbox, a client relationship management system for financial advisers, will launch its latest CRM platform to integrate widely-used Gmail accounts.
BBVA isn't the only bank with eyes on algo-driven advice, the next trend in the robo-movement.
Clients need to understand what advisers mean by risk because it can affect decisions, goals
With merger and acquisition activity on a torrid pace in 2015, here's how to anticipate the next deal.
Better client understanding of the investing process should be a boon to the client-adviser relationship.
A deficit of transparency and liquidity often leads to high costs and low returns.
Personal Capital, the hybrid robo-adviser with $1.5 billion in assets under management, is seeking a buyer and is in its fifth funding round, according to private equity website peHUB.
Building family unity correlates directly to maintaining family wealth &mdash; and communication about money should start early.
Advisers may consider several retirement planning options with clients that do not create unnecessarily high Medicare surcharges.
Firms need to have proper supervision over their advisers' text messaging activities as regulators pay closer attention to compliance infractions.
In the age of ascendant ETFs, some have written off mutual funds as irrelevant, but advisers need to know the nuances of each type of fund
Making the case for alternatives is less about the absolute returns they can deliver, but their potential over full market cycles.
By helping clients learn to tune out the noise that doesn't matter, you're helping them reduce their anxiety
<i>Breakfast with Benjamin</i>: The price freefall is getting uglier, and OPEC isn't the only culprit. Don't overlook the U.S. impact.
History teaches us that politically extreme views can spook investors and trigger uncertainty in financial markets.
Republican presidential contender Donald Trump could become a major cause of volatility in financial markets throughout the first half of 2016. His rhetoric favoring protectionist economic policies is bad news for investors.
