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  • SAMMONS FINANCIAL GROUP: Sammons Retirement Solutions Launches LiveWell Freedom Variable Annuity

    by Press release submission | Jul 25, 2018

    Sammons Retirement Solutions®, which creates simple, innovative and straightforward solutions to help individual investors live well in retirement has launched the LiveWell® Freedom Variable Annuity (VA) which features a first-of-its-kind Guaranteed Lifetime Withdrawal Benefit (GLWB) feature.

  • Morgan Stanley dividends increase as part of 2018 capital plan

    by Bree Gonzales | Jul 16, 2018

    Morgan Stanley raised quarterly stock dividends on June 28, the fourth such increase in as many years.

  • Baird Equity Asset Management's focus on mid cap stocks pays off

    by Bree Gonzales | Jul 15, 2018

    Baird Equity Asset Management celebrated the 25th anniversary of the Baird Mid Cap Growth Strategy on July 1.

  • Principal Financial Group finishes purchase of RobustWealth

    by Bree Gonzales | Jul 12, 2018

    Principal Financial Group acquired RobustWealth, a financial technical company, on July 2.

  • LPL Financial releases quarterly conference call schedule

    by Bree Gonzales | Jul 7, 2018

    LPL Financial's second-quarter earnings conference call will be conducted after the market closes on July 26.

  • THEKEY launches $20 million fund to research blockchain-based social insurance

    by Bree Gonzales | Jul 7, 2018

    Thekey has launched a $20 million scientific research fund centered on improving the comprehension, innovation and promotion of a block chain-based social insurance application.

  • Rockline Wealth Management joins LPL Financial's adviser platforms

    by Bree Gonzales | Jul 7, 2018

    Rockline Wealth Management has joined LPL Financial in its broker/dealer and corporate registered investment adviser platforms.

  • Zurex Pharma raises $9 million ahead of pending New Drug Application submission

    by Bree Gonzales | Jun 27, 2018

    Zurex Pharma Inc., a Baird Capital Portfolio company, has raised $9 million ahead of its pending New Drug Application submission and review by the U.S. Food and Drug Administration for its first product, ZurexPrep.

  • Principal Financial Group's Investor Day set for Nov. 15

    by Bree Gonzales | Jun 27, 2018

    Company updates and business opportunities will be discussed, new investors invited.

  • Baird, M. Griffith Investment Services enter partnership

    by Marian Johns | Jun 21, 2018

    Wealth management company Baird and M. Griffith Investment Services have partnered to enhance services and expand their presence in the Northeast.

  • 'Devil is in the details' of jobs report, Charles Schwab strategist says

    by Marian Johns | Jun 20, 2018

    The positive employment report released by the Bureau of Labor Statistics last month shows good news for the economy, but one investment strategist is delving into the details of the report and its potential impact on economy.

  • Tightening labor market could limit growth rate in second half of 2018

    by Marian Johns | Jun 19, 2018

    Although the U.S. economy has made strong gains over the past few months in manufacturing with low unemployment, the tightening of the labor market for the second half of the year could prevent that growth from getting much bigger, several Raymond James financial professionals suggest.

  • Prudential suggests stable value funds for 529 college plans

    by Marian Johns | Jun 7, 2018

    Stable value funds continue to be a viable target for many state's 529 college savings plans, according to a recently release white paper from Prudential Financial, Inc.

  • Northern Trust maps Asian anticipation of emerging AI investment returns

    by Carol Ostrow | Jun 6, 2018

    This year’s first quarter witnessed significant findings regarding Australian investors’ expectations about Artificial Intelligence (AI) technologies geared specifically for institutional financial services, Northern Trust revealed from its Chicago-area hub recently.

  • Principal, CIMB Group partner in Southeast Asian venture

    by Carol Ostrow | May 31, 2018

    Sealing an agreement between their respective firms, representatives from Principal Financial Group and ASEAN investment bank CIMB Group recently passed all regulatory requirements and inked a deal to create a joint venture in asset management.

  • Artificial intelligence industry could have $1 trillion in revenues over next 30 years

    by Marian Johns | May 29, 2018

    In a recent Morgan Stanley wealth management blog, senior market strategist Scott Helfstein says developments in AI are sure to have an impact on business so it's important to know how to invest in this area.

  • Charles Schwab charts sectors with stellar first-quarter earnings

    by Marian Johns | May 25, 2018

    Energy tops the chart with an 84 percent blended growth rate, followed by technology at 34.6 percent.

  • UBS survey shows women tend to leave financial planning to their husbands

    by Marian Johns | May 22, 2018

    While most are just fine with their roles in financial decisions, research shows eight out of 10 will be alone, divorced or widowed.

  • Beef futures experience significant loss

    by Marian Johns | May 22, 2018

    According to the Great American Insurance Group article, the cattle complex's triple-digit fall was due to commercial selling, tech concerns and concern about the demand for beef.

  • U.S. equity markets shift into the red to begin 2018

    by Marian Johns | May 22, 2018

    Northern Trust has released data showing past consecutive quarterly gains have come to a halt for institutional asset owners who had flat-to-negative investment returns in 2018's first quarter.

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