Demand for alternative investments is on the rise, with clients eager to funnel money into real estate, private placements and hedge funds. But with nagging custody issues, plus regulatory warnings, few advisers can meet the growing number of requests.
Pall over property market a drag on economy, says William Strauss
Two new measures targeting the accounts introduced in the past week; source of savings, source of tax revenue
Claim plan to rejigger taxes on inherited accounts could hurt savers with older spouses; 'a nonstarter'
Financial troubles of retired players sees union, league set up mandatory retirement savings plan
Fixed indexed annuities were a hot product among independent broker-dealer reps last year as clients sought a safe-money alternative to CDs, made virtually worthless by low interest rates.
What financial advisers need to know about building retirement income plans for their clients.
Venerable insurer makes dramatic move amid pressure from shareholder John Paulson
But still no specific timetable for issuance of revised rule
Upper-middle class more worried about life's big moments than the next 12 months
With a sick daughter, a missing fortune and an uncharacteristic hiccup in a key playoff game, luck just wasn't with current San Francisco 49ers kicker David Akers this time last year. What a difference a year makes.
Participating issuers, ranked by sales
Top participating issuers of VAs
Bank of America's new fiduciary service will be available to plans with at least $25 million in defined-contribution assets and their retirement plan specialist advisers