To make their variable annuities more attractive, insurers revved up living-benefit features last year
Summary prospectuses for variable annuities are supposed to help consumers make informed decisions about buying these complicated investments
Egypt's political future may be uncertain, but U.S. financial advisers are sure of one thing — it's best to observe Middle Eastern developments carefully but to avoid the region for now
Like other brokerage firms, The Charles Schwab Corp. is known to be self-protective about its discount brokerage customers. And like other firms, it has sued former brokers whom it suspects of violating prohibitions against soliciting clients.
The Charles Schwab Corp. has come out against the idea of creating a self-regulatory organization for advisers.
Providing scalable high-tech, high-touch financial advice to the mass affluent has been a goal of adviser entrepreneurs since the days of MS-DOS. While the technology and knowledge certainly exist to make it happen, doing so successfully and profitably thus far has been elusive.
National Financial Services Corp., Fidelity Investments' clearing arm, today announced some substantial enhancements to its Streetscape web-based brokerage workstation.
These off-the-radar stocks remain relatively immune to Wall Street's 'wall of worry'
Investors are finally getting back into the stock market, funneling billions into large-cap mutual funds. But this week's worrisome slide in equities, fueled by the unrest in the Middle East, raises the question: is the clock ticking down on the bull market?
Confidence hits highest level in a decade, Merrill study reveals; 67% now overweighting equities
Whitehead bashes proposed acquisition of New York Stock Exchange by Deutsche Boerse; 'holy institution'
Turner Titan's Baggini says both industries will keep rising
TD Ameritrade Institutional continues to leverage one factor that distinguishes it from its larger competitors for the assets of advisers: its advocacy efforts
While last week's rumors of an OPEC production hike trimmed crude oil by a few dollars, energy prices are likely to keep climbing for quite a while
The trend is your friend in the energy sector, where the rising price of oil appears to be laying the foundation for a prolonged investment opportunity.
Insurer looks to roll back payout, withdrawal percentages on Highest Daily Lifetime 6 Plus product; puny interest rates to blame?
Despite end of secret bank accounts, Swiss banking giant starting to attract more money from rich clients; profit margins still 'fairly poor'
Late Friday night, the SEC released it's report on the fiduciary standard. In it, the commission backed adoption of a single standard of care for both broker-dealers and advisers. Now, industry groups are taking dead aim at the proposal. <a href=http://www.investmentnews.com/article/20110116/REG/301169998>(What's the <i>IN</i> stance?)</a>
People who are making financial preparations for retirement typically plan for expenses such as housing or health care but easily overlook one of the most significant categories that can affect their savings — taxes
With the deadline approaching for the SEC to deliver a much-anticipated report about the regulation of financial advisers, the fight over establishing a universal standard of care is heating up
