CFTC Promotes SmartCheck Week to Fight Financial Fraud
Why investors should do background checks on the people they invest with.
4 More Annuity Answers Investors Need to Know
NAFA has released a paper that helps advisors answer clients' most important annuity questions.
Is a Tax Bomb Looming for PIMCO Investors?
Total Return Fund outflows could lead to a host of consequences for the investors who stay. And that’s a problem for all mutual fund investors.
Revenge of the Variable Annuity
VAs, a much-derided investment product, may be central to the future of retirement.
Reversionary Annuities Gain Traction Among Insurance Carriers
This life insurance alternative may provide a more affordable option than a traditional annuity, since the premium is paid over time.
3 Sentences That Explain Investing
While the market is still moving along swimmingly, here are three sentences to help ground advisors in reality.
China E-Commerce Company Alibaba Finds No Business Like Show Business
New fund allows customers to invest in entertainment products and have input into casting choices.
The Truth About Insurance Brokers Who Sell Annuities
Do insurance brokers objectively read annuity prospectuses and assess them in the same way fiduciary advisors do, or are they just selling a product?
Finke: What Do Annuity Buyers Want?
Annuities serve valuable purposes, but getting clients to recognize this is a challenge.
Jeff and Kim Camarda Talk About Their Suit Against the CFP Board
A conversation with the plaintiffs provides a new perspective on the ongoing "fee-only" issue and raises new questions about the Board’s handling of the case.