What You Need to Know About Annuity Classes
Understanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.
SIFMA Economic Panel Trims Outook for Growth, Inflation
The panel now expects GDP will grow 2.1% this year while inflation rises 1.8%.
The Emergence of Impact Debt
A new kind of impact investment could encourage the risk-averse capital that’s been sitting on the sidelines to finally get in the game.
Arnott: Win at Factor Investing by Buying the Losers
During an Inside Smart Beta discussion, Rob Arnott explains that performance chasing doesn't work with smart beta.
Barry Ritholtz Sees DOL Fiduciary Rule as a ‘Test Run’
The Ritholtz Wealth CIO tells ThinkAdvisor the rule is “a step in the right direction,” but says it's “clearly flawed.”
This Year's Hot Commodity Is One of the Smallest Metals Markets
Palladium is up 30% in 2017, reaching a 16-year high; gains are accelerating as demand picks up amid a shortage
What Do Investors and Managers Want? Transparency
Respondents in an Economist survey about their investment considerations put transparency ahead of regulations and fees.
15 Worst States for Military Retirees: 2017
Health care and taxes were key considerations in judging a state’s friendliness to veterans.
Bill to Kill Dodd-Frank, Repeal Fiduciary Rule Passes House
Financial Choice Act likely DOA in Senate, Democrats say.
Fiduciary Rule Readiness Check: June 9 Effective Date
With the DOL fiduciary rule applicability date now here, it is crucial that advisors understand what that actually means.