4 More Annuity Answers Investors Need to Know
NAFA has released a paper that helps advisors answer clients' most important annuity questions.
Looking Under the Hood of Alternative Bond Funds
Different funds have radically different strategies and management arrangements, experts share.
Top Portfolio Products: First Trust Launches Eurozone ETF
Meanwhile, Global X adds two ETFs based on JPMorgan's Efficiente and U.S. Sector Rotator indexes.
Does the World Have Too Many Active Managers?
Only a “small subset of the active managers and the hedge funds are useful to society,” Towers Watson's new think tank says.
’Tis the Season for Small-Cap Stocks: Delaware Investments
Two small-cap portfolio managers expect increased M&A activity along with share buybacks, debt reduction and dividend hikes.
Why the SEC Is Leery of ‘Nontransparent’ ETFs
Maybe active ETFs aren't the next big thing in investing, after all.
Focus Financial Strikes 6 Merger Deals for Partners
One advisor acquisition came about through a discussion about succession planning, an executive says.
SEC Responds to Market Volatility by Ramping Up Bond-Fund Exams
Surging market volatility is making regulators increasingly concerned that bond funds have loaded up on hard-to-sell assets.
Workers’ Retirement Preparedness Slipping Over Economic Worries
Retirement preparedness has climbed steadily this decade but fallen in the last three quarters, Financial Finesse found.
Treasury, IRS OK Deferred Income Annuities in 401(k)s
Target date funds that invest in deferred annuities can be used as default investments in 401(k) plans, Treasury and the IRS said Friday.