Special Program Root Tag

Rule-making at the SEC went from looking at information to be viewed by potential and current investors to collecting large chunks of data to be loaded in some future database and processed by analytics software.

A startup named FeeX says it has an automated service that calculates the fees in an old 401(k)s and recommends whether a rollover (and which kind) makes sense.

Manulife Asset Management is expanding globally, and its president and CEO, Kai Sotorp, says that the $300+ billion global asset manager isn't doing it for the adventure. "We're just simply responding to that growth," he tells Money Management Executive.

FIAs typically are deferred annuities, falling into the fixed rather than the variable category. However, investors' returns aren't fixed.

Asset manager growth came largely from rising global asset values. At the same time, a continued shift into lower-cost products, such ETFs, pinched net revenue growth, while net new assets trickled in.

These independent broker-dealers reported the highest portion of top-shelf advisors.

Various calculations typically put the break-even point in the late 70s or early 80s. Given the math, when should people wait until age 70?

As the popularity of index investing soars to new heights, the emergence of index front-running is raising fundamental questions about so-called passive investment strategies, as well as how indexes are compiled and the role the funds themselves play in elevating costs.

Under Social Security's current rules, any amount of earnings after age 66 won't reduce lifetime payouts.

Even as ETFs further their penetration into markets across the globe, many market experts say the funds will evolve and mature in the upcoming months, as advisors look to alleviate client concerns.

Investors pulled money from Pimco’s flagship fund last month, the 26th straight month it has experienced redemptions.

A key component to a successful wholesaling and marketing plan to capture AUM includes identifying wire houses, regional platforms, and other RIAs who currently use your existing products and indicate strong interest in owning your ETF.

Bill Gross, who has been running the $1.5 billion Janus Global Unconstrained Bond Fund since leaving Pimco last year, is getting a co-manager.

If clients are still working, starting Social Security before age 66 may cause even further reductions in their current benefits. But there are instances when it make sense to claim early.

Social Security personnel don't always give full information when clients inquire about benefits

Advisors should include Social Security benefits not just in income calculations, but as an integral part of the bond/annuity portion of clients' portfolios.

The ssa.gov website offers several tools for advisors and clients to project retirement income.

Once clients have a realistic idea of what to expect, advisors can help them reach a target number for retirement savings.

Face-to-face effort is one reason why BMO Global Asset Management has amassed $249 billion in AUM, with established footprints not only in Asia but even in the oil-rich Middle Eastern Gulf nations.