Portfolio

The fund will invest in money market and investment-grade debt.

Lincoln Financial Group is recommending that workers use the 2% reduction in Social Security tax as additional retirement savings. It joins the company of The Hartford and ING which have made similar recommendations.

The campaign showcases three of the firm’s top-performing funds.

Variable annuities with guaranteed living benefit riders surged up 78% in the past two years to more than $521 billion in the fourth quarter of this year, according to a new LIMRA report charting the sales prowess of more than 95% of the variable annuity sector.

U.S. investors have warmed to exchange-traded funds in a big way over the past five years and their growing familiarity with the expanding variety of products available helped pushed the total value of U.S. ETF assets over the $1 trillion mark last month, according to a report from State Street Global Advisors.

According to PIMCO, consultants said that active management makes the most sense for all asset classes, except large-cap U.S. equities.

As exchange-traded funds have gained in popularity, confusion has grown over how to pick the ETF right for investor portfolios. Now Charles Schwab has stepped up to fill in the gap.

Financial firms are still trying to develop coherent social media strategies. But don’t race into it: the risks are not well understood.

Fixed indexed and income annuity sales shook off a lackluster to start to the year to finish 2010 with some much-needed momentum, according to Beacon Research's latest research.

Fewer hedge funds opened their doors in the fourth quarter, according to HFR Hedge Fund Research.