First-Half US Portfolio Performance Challenged Advisors: Natixis
By Michael S. FischerActive management eked out a win over passive investments.
October 08, 2018
How Low Returns Affect Retirement Withdrawal StrategiesAn NBER paper examines the impact of low returns on Social Security claiming and other financial decisions.
October 08, 2018
LTC Benefits Creep Into 2019 Medicare Advantage PlansAbout 7.5% of enrollees will have access to extra LTC or chronic condition benefits.
October 08, 2018
Key Global Bond Index Suffered $916 Billion Loss Last WeekIt was biggest loss since the aftermath of Trump's election in November 2016 and sows fears of even bigger losses ahead.
October 08, 2018
FINRA Board OKs Longer Arb Response TimeThe board also approved Regulatory Notices seeking comment on expanded trade reporting and margin requirements.
October 08, 2018
Bond Tumult to Hit Last Stock Market Pillar: Morgan StanleyCompanies with 'longest duration' at risk in bond move, according to Mike Wilson, the firm's chief U.S. equity strategist; a reversal would mark a downfall for the rally's biggest winners.
October 08, 2018
Insurance Economist Gets MacArthur 'Genius Grant'Amy Finkelstein writes about the products and issues that make up financial professionals' lives.
October 08, 2018
Grantor Retained Annuity Trusts Show Up in Times Report on TrumpsA team at the paper has drawn attention to two specific types of GRAT issues.