10 Best Investing Sites for Mobile Users: 2014
What’s better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.
Top Portfolio Products: TIAA-CREF, Rose Launch Fund
Also, MacKay Shields will act as an advisor to two SEI Trust-sponsored collective investment trusts.
SRI on the Rise
If your clients aren't already asking about sustainable investing, there's a good chance they will be soon.
Top Portfolio Products: Ivy, ProShares & TIAA-CREF Launch Funds
Fund shops zoom in on mid-cap, managed futures, emerging-markets debt and lifecyle strategies.
Millennials Growing Out of Financial Fears
As memory of the financial crisis fades, millennials are getting more aggressive in investing.
IRI Elects LPL’s Moore Board Chairman
New IRI Board members include Larry Roth of Cetera, Erica McGinnis of AIG Advisor Group and George Riedel of USIS.
Jeff Brown Tackles Tough Annuity Questions
Why don't more people annuitize? How should retirees fund their health care? Economist Jeffrey Brown has studied these difficult questions and more, Michael Finke writes.
LPL Adds Washington Office; Hires Chief Lobbyist
CEO Casady says "it's crucial" that advisors and the investors they serve "have a voice in the policy discussion at the federal and state level."
Morningstar Upgrades 13 Funds, Downgrades 2
The research group issued new ratings on four mutual funds in August.
Revenge of the Variable Annuity
VAs, a much-derided investment product, may be central to the future of retirement.