Some 40% of new flows are going in Guidance Portfolios, a packaged strategy; 'counter-correlated sleeve'
Genworth's chief investment officer Ronald Joelson, who oversees $75 billion in assets, is leaving to join Northwestern Mutual Life Insurance.
Worth the cost? Proposal would exempt from required IRA distributions seniors with less than $75,000 in retirement assets
Says employers need to at least triple standard salary set-aside for workers
Convincing a client to delay taking Social Security may be a hard sell. But a little math shows why it's very good advice. IN's retirement expert, <b>Mary Beth Franklin</b>, runs the numbers for you.
With plan fiduciaries looking at costs more closely, passively managed funds likely to be attractive
Buyer began receiving benefits at 46 — and has been filing claims for 15 years; 'not the lottery'
Pru the latest marquee carrier to exit from the individual LTCI business; last day for sales is March 30
Union chief Hamilton requests resignation from Prim Capital; accusations of nepotisim
Variable annuities aren't the great deal they used to be, what with insurers pulling back on generous benefits and offering to exchange onerous payouts for a bump up in account values. But now, an SEC official has fired off a warning shot about such practices
Will require that brokers perform reasonable due diligence to understand the nature of the recommended strategy or securities product and whether it's suitable
In the middle of a presidential election year, it's natural to focus on the combat for the White House. The real impact of the vote this November, however, will be felt at the regulatory level by the personnel who are appointed by the president and implement financial-services rules.
But Labor's Borzi says single standard impossible since two agencies operate under different statutes
