Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
FINRA Fines Morgan Stanley Over Bond Infractions
By Melanie WaddellFirms must ensure that customers who buy and sell securities ... receive execution prices that are consistent with prices available in the marketplace," FINRA says.
August 20, 2013
Incapital Opens Salt Lake City Office in Expansion BidIncapital, the firm run by Chicago Cubs owner Tom Ricketts, announced on Tuesday that it will open an institutional sales office in Salt Lake City.
August 15, 2013
How Investment Gurus Are Fixing Fixed-Income PortfoliosWhen the bond bubble burst, advisors and their retiree clients suddenly realized they would need to get into new investments and fast, said Envestnet|PMC strategist Tim Clift.
August 15, 2013
Income riders and parachutes: 3 key questionsAdvisors must explain to clients considering an income rider on a fixed annuity what the cost and benefits are.
August 15, 2013
Income riders and parachutes: 3 key questionsAdvisors must explain to clients considering an income rider on a fixed annuity what the cost and benefits are.
August 13, 2013
Will Nebraska Bail Out Illinois? News AnalysisWhen the scale of the pension problem becomes manifest in current state budgeting, will politicians seek to nationalize the problem with a taxpayer bailout, ask fiscally prudent Nebraska to help profligate Illinois?
August 13, 2013
What’s a Fixed Income Investor to Do? Try Alt Asset ClassesFor asset allocation portfolios built on the proposition that bonds act as a counterbalance to stock volatility, its time to consider some alternatives.
August 12, 2013
Laddered income — back to the futureIncome riders on annuities may not address all your clients concerns. A better alternative is a laddered income program.