Lender making big push to win ultra-wealthy clients, with ex-Wells execs leading the charge
Clients in less-populated areas will be left to get their advise from talking heads
White House, lawmakers back VA probe of retained-asset accounts; 'unacceptable'
Negative publicity about so-called retained-asset accounts may fuel litigation, withdrawals by beneficiaries
But money flowed into TDFs run by Vanguard and T. Rowe Price in the first quarter
MetLife Inc., the largest U.S. life insurer, has selected Steven J. Goulart as chief investment officer to oversee a portfolio valued at more than $450 billion
Variable annuities, which combine mutual-fund-like investing with income or other guarantees, are as controversial as ever — but investors increasingly are considering purchasing them, financial advisers say
Offers exclusive program for high-producing FMOs — if they agree to tougher compliance standards
Despite a rebounding economy, the humber of 'underwater' mortgages in the U.S. now stands at a whopping 28%. And real estate analysts say there's more where that came from.
Investors are slowly warming up to variable annuities. They'd get even more excited if annual charges on the products were reduced.
Advisers may have a sense on how to prepare for a retirement that's right on time, but an unexpected retirement due to illness or layoff can shake even the most stable plans.
Making the case for alternative investments in a long-term, properly allocated portfolio is easy
When it comes to taxes and tax planning, what we've got here is a failure to communicate
In an attempt to buffer its variable annuity clients' accounts from market volatility, Nationwide Mutual Insurance Co. expects to launch a program that will shift funds into fixed-income investments when the stock markets dip
Insurers look to ramp up profits on variable annuities
Rising medical costs and longer live expectencies are putting the squeeze on long-term-care insurance providers. This week, another carrier -- Guardian Life -- said it's exiting the LTC biz.
Amid the financial crisis of 2008, ratings agencies were villified by press and public alike. But S&P's lowering of its credit rating outlook for Uncle Sam was hailed by some as a crucial step in getting lawmakers to do something about the crushing federal deficit. | <font color = blue>Benjamin: Run on Treasuries a flight to crazy</font>
Rich folks, worried that the specter of a large bequeath could kill a child's drive to succeed, are increasingly keeping mum about their estates
