Brexit, the Fed’s inconsistency, negative rates and strange politics are all signals that the economy will soon exit this period of low growth, says Allianz’s Mohamed El-Erian. To survive, investors better throw out conventional wisdom, he warns.
The majority of SIFMA economists do not expect the Fed to raise rates during Wednesday's meeting, although they say we'll see a hike in the third quarter. They also don't anticipate a British exit from the European Union.
The tragic shooting in Orlando may have some clients questioning what’s in their portfolio. For those clients uncomfortable with gun manufacturers, here are some SRI funds that screen out weapons and firearms.
A trade group for fixed annuity providers seeks an injunction against the DOL's fiduciary rule, alleging that it will cause irreparable harm to its members, which include insurance companies, independent marketing organizations and individual producers.
A new lawsuit challenging the Department of Labor’s fiduciary rule argues that the agency overstepped its boundaries, that the Securities and Exchange Commission should be the one to develop a uniform fiduciary standard of care and that the rule violates First Amendment rights.
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More
You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth....More
Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets....More
When practitioners meet with clients who are near death, they're tasked with making valuable contributions to the client's estate plan within a limited time frame. Using a 20-point checklist, our speakers will outline how eleventh hour planning may help clients achieve favorable outcomes for their beneficiaries and avoid missing valuable opportunities....More