Milevsky’s Bold Plan to Reinvent Retirement Income
Cast away years ago, the tontine may hold secrets to solving the income puzzle faced by retirees looking for a private-sector solution to replace pensions.
PIMCO Leaders Address Bill Gross Departure, Big Outflows
Doug Hodge and Daniel Ivascyn admit “iconic” Bond King’s departure was “pivotal,” but PIMCO “narrative is now back to where we’ve always been.”
Why Foreign Investors Should Beware of FATCA
Using some foreign entities—like a personal investment company or trust—to invest in the U.S. may leave some foreign investors subject to FATCA reporting—and penalties.
Heady Demand for U.S. Commercial Real Estate
Investor and lender confidence in the U.S. commercial real estate market is surging, according to the sixth annual Akerman U.S. Real Estate Industry Outlook Survey.
Hedge Fund Investors: Who’s in the $1 Billion Club?
Despite high-profile withdrawals, the number of institutional investors pouring $1 billion or more into hedge funds increased over the last year, Preqin reported.
ECB Worried About Fed-Driven Crash
What keeps European central bankers awake at night? Worries about their American colleagues.
60% of Financial Sector Has Government Backing: Richmond Fed
The Federal Reserve Bank of Richmond’s “bailout barometer” says the government's safety net reaches $26 trillion — far beyond U.S. GDP.
New Hire Roundup: NASAA Names Joseph Brady Executive Director
Meanwhile, TIAA-CREF announced that Derek Dorn has been named vice president of public policy and associate general counsel.
Managing the Risks of HNW Clients’ Global Travels
When wealthy people take a trip abroad, their jewelry, designer clothing, artwork, nannies and even their automobiles travel along.
SEC Said to Propose That Mutual Funds Disclose Risk of Rate Rise
The SEC is set to propose a requirement that mutual-fund companies report how vulnerable their bond portfolios are to interest-rate changes, two people familiar with the matter said.