Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Bizarre Recruiting Case of Alfonso Montoya
By Jane Wollman RusoffA $150 million book of business Wells Fargo promised him never materialized and then the wirehouse took him to arbitration.
October 13, 2014
PIMCO’s Q3 Outflows Top 5% of AssetsThe big bond shops AUM declined by about $23.5 billion after Bill Gross departed for Janus.
October 10, 2014
Krawcheck Calmly Rips Microsoft CEO Over Comments on WomenKrawcheck criticizes Satya Nadellas advice that women shouldnt ask for raises but should rely on karma instead.
October 09, 2014
Gross’ First Janus Outlook Addresses PIMCO Exit, Gloomy Financial EraIn Bill Gross first investment outlook since joining Janus, he addressed the elephant in the room right away: Why did he leave PIMCO?
October 08, 2014
Fed Saw Global Slowdown Among Risks to OutlookMarkets surge after FOMC meeting minutes reveal still dovish tendencies on rates.
October 02, 2014
SEC Enforcement: Ex-Wells Fargo Analyst, Trader Charged With Insider TradingSEC also hits two for insider trading on Pershing Square's Herbalife short, while Massachusetts charges a tax advisor with preying on elderly relatives.
October 01, 2014
Healthier Retirees Will Spend More on Health Care: IRIExperts suggest that advisors need to start considering health care costs in their clients' financial portfolios due to increasing life expectancies.
October 01, 2014
IRI Elects LPL’s Moore Board ChairmanNew IRI Board members include Larry Roth of Cetera, Erica McGinnis of AIG Advisor Group and George Riedel of USIS.