SIFMA Blasts Proposed Financial Transaction Tax
SIFMA is criticizing Rep. Chris Van Hollen’s just-released tax reform plan, which calls for a financial transaction tax.
8 Oddest Enforcement Cases of 2014
Office equipment trafficking, a broker who gave client money to charity and more offbeat cases from the SEC and other regulators.
8 Steps for a 2015 Portfolio Cleanup: Morningstar’s Benz
The mutual fund expert shares her latest tips for paring portfolios laden with too much "stuff."
Senate Passes TRIA; National Insurance Licensing Hub Closer to Reality
“One-stop insurance licensing across state lines will soon be a reality,” says IRI's Weatherford.
Bill Gross: ‘The Good Times Are Over’
The Janus manager locates the current market at the end of a decades-long, credit-fueled supercycle, noting “the time for risk taking has passed.”
Under the Hood: What You Need to Know About Annuities With GMIB Riders
Annuities with guaranteed income benefit riders are popular and appear valuable, but let’s run the numbers.
New York Life to Buy John Hancock Life Insurance Block, Sell RPS
The combined business will cover 55,000 retirement plans.
Millennials Heavy on Stocks Despite Risk Aversion
Investors in general are allocated heavily to stocks, but millennials in particular are overweight equities, according to ICI and EBRI.
U.S. Bond Sentiment Worst Since Disastrous ’09
Experts say 10-year yields could top 3% in 2015, twice the level forecast for 2014.
Gen Y Wants It All, and They’re Willing to Pay for It
Young investors seem to have a “you get what you pay for” mentality, according to a recent report from Corporate Insight that surveyed retail investors.