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How is a financial advisor supposed to go through the array of annuity products on offer and find the best ones for each clients investment and retirement needs, especially when many of the products on offer are changing almost every year?
May 3 -
Biggest users are those at traditional wirehouses, with a penetration rate of 94.9%, a survey by Kasina and Horsesmouth finds.
May 3 -
The Commission may cap and rename the marketing fees charged to fund investors.
May 3 -
The timing of such a nomination could not be better for the president, who is now flush with political capital after the death of Osama bin Laden.
May 3 -
Banks continued to ease lending standards over the first quarter due in part to increased competition and a less uncertain economic outlook, a Fed survey found Monday.
May 3 -
Ahead of its annual meeting Tuesday, Wells Fargo has urged shareholders to reject proposals that would split its top executive's duties and address possible conflicts of ...
May 3 -
With the return of premium valuations, weak loan demand, and new regulatory burdens, weary bankers are finding that the most appealing option is selling.
May 3 -
Lord Abbett has launched the Lord Abbett Inflation Focused Fund.
May 2 - Money Management Executive
Exchange-traded funds are undeniably popular, but one in four financial advisers, 25.8%, do not use them in their clients’ portfolios, a survey of 768 advisers by Kasina and Horsesmouth found.
May 2 -
The Securities and Exchange Commission will revisit 12b-1 fees in July, potentially putting a cap of 25 basis points on them and renaming them to clearly indicate their use for marketing purposes, said SEC Commissioner Elisse Walter.
May 2