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BlackRock’s Kapito to advisers: Your B-Ds need to help more
Broker-dealer firms aren't providing financial advisers with the technology and resources that they need to manage risk in their portfolios, according to Robert S. Kapito, president of BlackRock Inc.
Retirement portfolios need alternatives
Over the past 30 years, investors have achieved diversification through a blend of stocks, high-quality bonds and cash.
Picking the right absolute-return fund
The performance of the stock market has taught investors and financial advisers at least two hard lessons.
Annuities can limit longevity risk, expert says
By integrating annuities into financial plans, advisers can take precautions against their clients' outliving their assets, according to a retirement income planning expert.
MSCI to buy RiskMetrics for about $1.55B
MSCI Inc. said Monday that it has agreed to buy RiskMetrics Group Inc. for about $1.55 billion in cash and stock in a deal between companies that provide support services to financial companies.
Investors still greedy? Some warn of risk levels
Investors are still taking more risk than they should, Curtis Arledge, co-head of fixed income at BlackRock Inc., warned advisers yesterday at the Schwab Impact conference in San Diego.
Former ING Advisors chief executive John Simmers resurfaces
John Simmers, former chief executive to the ING Advisors Network, has joined The Compliance Department Inc. of Centennial, Colo., as director of risk-management product development.
Hartford names Dan Guilbert chief actuary of its life insurance unit
The Hartford (Conn.) Financial Services Group Inc. has named Dan Guilbert chief actuary of Hartford Life Insurance Co.
NASAA and other regulators want in on systemic risk oversight
State-level financial regulators today urged Congress to set up a group of regulatory agencies to deal with systemic risk.
SEC wants a few good industry pros for risk assessment
The Securities and Exchange Commission is recruiting Wall Street professionals to help its Office of Risk Assessment identify problem areas in the industry.
Trade group to urge risk-based approach
The Retirement Income Industry Association gave a sneak peek into an initiative designed to encourage financial advisers to take a risk management approach.
Insurers look to reduce risk
Insurers are eager to continue developing products in the variable annuity arena — with the search for ways to reduce risk as a top priority.
NY Fed hires former Bear risk chief
The Federal Reserve Bank of New York has hired the former chief risk officer at The Bear Stearns Cos. Inc., Michael Alix, effective yesterday.
Firm dubbed Nuveen Investment Solutions
Richards & Tierney Inc. of Chicago, which was acquired last spring by Nuveen Investments LLC, also of Chicago, has officially changed its name to Nuveen Investment Solutions Inc.
Risk management is key to distribution planning
Financial advisers and clients can be their own worst enemies when drafting plans for retirement income, making common — but crucial — errors that can ruin distribution plans, according to an influential academic.
