Stranger-originated annuity transactions have plenty of layers of oversight already, says ValMark Securities' Caleb Callahan
The fund's strategy is designed to be less correlated to the overall equity markets by concentrating on three stages of an IPO.
Maliz Beams, one of the highest- ranking women at TIAA-CREF, is leaving as part of a management reshuffling at the firm, which oversees $426 billion in retirement assets.
Although lax home-lending standards weren't the sole reason for the credit collapse and economic downturn, they contributed mightily to our economic headaches.
Many years ago, I developed an approach to consulting — one that we have used in my firm for the past dozen years. It is called naked consulting, and yes, it is as much fun as it sounds.
LPL Investment Holdings Inc. last week said that it has sealed the deal with the executive who has overseen the company's growth and its march to an IPO.
In rebranding its online discount brokerage, Bank of America is trying to squeeze in to an already crowded space.
Many go by 'gut feeling,' survey finds; most admit they're not saving enough for old age
PAC funding boosts ASPPA's clout on Capitol Hill; 'bigger voice'
The passage of a bill that would permit in-plan Roth conversions and allow partial annuitization of annuity contracts could prove to be a boon for financial advisers.
Mon dieu! When it comes to fiscal restraint, the U.S. is no better than France
It should be easier for employers to include annuities in their retirement plans because Americans are at risk of outliving their savings, an insurer told Labor and Treasury department officials today
Dr. Doom sees anemic growth in third quarter; 'stock markets could sharply correct'
Social Security just celebrated its 75th birthday. Economist Laurence Kotlikoff says it's time to retire the cash-strapped pension plan -- or face disastrous results.
Baby boomers approaching retirement may be nervous about outliving their savings — but they continue to keep most of their money in riskier investments.
Linton, Ulian jump to Bank of America; 'organizational shift in mindset'
Investors seeking the safety of government-insured certificates of deposit and a chance to profit from market rallies may end up earning nothing and owing taxes for their efforts.
One out of four clients need to save – or make – more money, majority of polled advisers say; focus 'on the gap'
The rally in bonds from real estate investment trusts that's made property debt the best performer this year is overdone as a slowing economy may threaten their performance, according to Pacific Investment Management Co.
