Target Date Funds: On the Mark After All?
Target Date Funds: On the Mark After All?
Dec 01, 2011
Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the aim of reducing equity exposure as participants...
Mutual Funds Remain King
Mutual Funds Remain King
Dec 01, 2011
Exchange-traded funds have multiplied rapidly over the last few years, but FAs still prefer mutual funds. A new Aite Group survey of 440 FAs found that mutual funds represent 25 percent of advisors' assets under management, while ETFs make up just...
A Good Marriage: Life Insurance and Annuities
A Good Marriage: Life Insurance and Annuities
Dec 01, 2011
What do you get when you splice together a life insurance policy and an immediate annuity...
Report: Slow Change in Retirement Income Market
Nov 28, 2011
A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy, the author of a new Aite Group report on the subject says. Greg Cherry, a senior analyst at Aite’s...
Q&A: Ron Carson Scraps Idea to Launch Broker/Dealer
Q&A: Ron Carson Scraps Idea to Launch Broker/Dealer
Nov 25, 2011
In May, Ron Carson, long the No. 1 on Registered Rep.'s Top 100 IBD advisor list, announced plans to leave LPL Financial (Nasdaq: LPLA) to become an independent registered investment advisor and start his own broker/dealer. The firm made the RIA...
Nagging ‘NextGen’ Problem: Protecting the Inheritance
Nagging ‘NextGen’ Problem: Protecting the Inheritance
Nov 22, 2011
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Non-Traded REITs Raising Red Flags in the Industry
Non-Traded REITs Raising Red Flags in the Industry
Nov 22, 2011
Amid the recent market fluctuations, non-traded real estate investment trusts have been popular among investors searching for yield and asset classes with low correlations to equities. In fact, non-traded REITs have raised about $10 billion in new...
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