Insurance and investment veteran Michael Kiley, who will take the helm of Security Benefit Corp. on Sept. 30, is setting his expectations high.
Concerns over a possible default by Uncle Sam rippling the lakes of state issuers; five top-rated borrowers braced for possible downgrade
Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate.
Allianz Global Investors on Tuesday announced restructuring effective Jan. 1 that will give PIMCO greater distribution independence and will more closely align the elements of Allianz's other business.
With key 10-year Treasury yields touching an all-time low, insurers may have to rein in annuity benefits even further. That's bad news for the carriers -- not to mention brokers and clients.
Term premium at an all-time high, but investor confidence in economy at rock bottom; 'fear priced into yields'
For adviser Brian Fenn, the horrific events of 9/11 provided affirmation that he was on the right track with his planning practice
Despite the passage of 10 years and a move to another part of New York, the Sept. 11, 2001, terrorist attacks are never far from financial adviser Lewis J. Altfest's mind
Ten years hasn't diminished the vivid memories of 9/11 for Paul Schatz, president of Heritage Capital LLC, a $110 million advisory firm based in Woodbridge, Conn.
Family offices saw a relatively large surge in assets in 2010. And that figure will likely be getting bigger with billionaire George Soros getting out of the hedge fund business to manage his family's money | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20110809&Category=FREE&ArtNo=809009999&Ref=PH>Top 10 family offices
Up Total Return Funds holdings in U.S. debt to 10%; backs off cash, money-market funds
Despite need to raise federal tax revenues, bank believes lawmakers will spare municipal debt
Taking advantage of loan guarantee program intended to help low-income families buy homes; debate now in Congress
Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'
Competing priorities and procrastination put life insurance on the back burner; substantial selling opp for advisers
Panel must find $1.5 trillion in savings; taxes and entitlements on the table?
A special congressional committee created by last week's debt ceiling legislation is unlikely to have the time or the political will to tackle any meaningful tax reforms
Effective date on reg is bumped back to April 1
A federal circuit court yesterday decided that retirement-plan participants can sue third-party insurers under the Employee Retirement Income Security Act of 1974.
Proposed reform mixes in wins for both blues (Democrats) and reds (Republicans); accountants, advisers may boo, however
