ETF Quarterly
ETFs as an alternative to traditional pooled vehicles such as mutual funds and variable annuities. Rather, it shows a consistent trend away from trading individual equities toward trading index baskets. The question is, will a stabilized market mean a decline ... View Document
PowerPoint Presentation
Advantages over ETFs Hedge Funds Variable Annuities Alternative Ways of Organizing Pooled Portfolios SMAs and PMAs Selecting a Mutual Fund When to Sell a Fund Why Funds Underperform the Market ... Get Document
The Broker/Dealer Comparison Grid
ETFs 9 Fixed Income 9 CDs 9 Variable Annuities 9 Trust Services 9 Rule 144 & 145 Stock Program 9 Cashless Stock Option Program 9 Transfer on Death (TOD) Accounts 9 Variable Annuities Linked to Customer Statements 9 Available Trading 9 Performance Reports (Advisory) 9 ... Get Document
Retail Portfolio Construction Is Rapidly Changing.
Product types include ETFs, SMAs, structured notes, and 130/30 funds, as well as old rivals, including closed-end funds and variable annuities. ADVISOR PERSPECTIVES FRC presents insights into the results of an advisor survey regarding current and ... Read Document
Symetra Investment Services, Inc, - Gordon Marketing ...
Employee benefits, annuities and life insurance through independent distributors nationwide. Owned by an investment group led by White Mountains Insurance Group Ltd. And Bonds, CDs and UITs ETFs REITS Mutual Funds Variable Annuities ... Access This Document
Retirement Portfolio And Variable Annuity With Guaranteed ...
Variable annuities with a lifetime guaranteed minimum withdrawal benefit (GMWB) in managing market and retirement income risk, such as mutual funds, ETFs, separate accounts, etc. Common names are Standalone Living Benefits, Portfolio Income Insurance or Wrap Guarantee. ... Fetch Full Source
Highlights From The Year In variable annuity Product ...
Now, ETFs were available in variable annuities only through a fund-of-funds structure. The product carries a Lifetime GMWB rider with a fee of 60 bps or 80 bps, depending on the asset allocation chosen. The product is available for qualified money only as an IRA for ... Return Document
Fund Flows Annual Report 2009 Formatted - Morningstar Log In
ETFs gathered $104 billion. Some of the inflows into long-term funds came from money market funds, which registered outflows of $392 billion in 2009. On the Variable Annuities All U.S. Stock (25,330) (14,464) (44,488) 15,629 (68,653) ... View Document
Does Going It Alone Increase Risk?
We have talked in the past about the growing trend of investors deciding to "go it alone" - forgoing developing relationships with financial advisors to invest directly through intermediaries like Fidelity and Schwab. In all likelihood, investors likely to fall into this category probably have under $10 million to invest; those with more - considered by many to by ultra high net worth investors ... Read News
SSgA ETF Asset Allocation Portfolios
Sector ETFs 0-10% Country ETFs 0-10% 1 Please note that the SSgA Growth and Growth and Income ETF Portfolios will be constrained such that the sum of International Small Cap, Variable annuities other than Preference Premier ... Get Doc
Global Tactical Strategies Portfolio - 302 Found
Funds (ETFs) KEY GROWTH ATTRIBUTES • Portfolio targets a long term volatility of 10% with a range of 7-13% • When volatility is high, asset exposure is systematically reduced Variable annuities other than Preference Premier ... Read Content
Practical Applications Of Oracle XML DB
Variable Annuities •Extensive information on Options thousands of VA sub accounts and contracts. •Robust options reports, screeners, alerts, news and tools. •UNIT INVESTMENT TRUSTS •EXCHANGE TRADED FUNDS (ETFs) •VARIABLE ANNUITIES ... Read More
Ibbotson Income & Growth ETF Asset Allocation Portfolio
A smaller portion of the portfolio is invested in ETFs that primarily invest in equity securities of large, medium and small sized companies. The prospectuses will provide complete information about Horace Mann’s variable annuity contracts, Horace Mann Life ... Read Here
Enclosed Is A Supplement To Your Current John Hancock Trust ...
Venture® Combination Fixed and Variable Annuities are distributed by John Hancock Distributors LLC, member FINRA. Issuer and Administrator John Hancock Life Insurance Company ETFs are considered securities with a market capitalization equal to the weighted average ... Retrieve Full Source
Weston Financial Group, Inc. 100 William Street, Suite 200 ...
The Adviser is now offering Jefferson National Life Monument Advisor Variable Annuities (“Jefferson National”). As such, the Adviser offers investment advisory services to clients in (ETFs), structured investments and other securities. ... Fetch Content
Short Form
Variable Annuities: Dave suggests variable annuities as an option for investing only when on baby step 7. Never use a variable annuity for an IRA, 401k or 403b rollover. Dave owns no ETFs and does not suggest them as part of your investment plan. ... Access This Document
TOPS™ PROTECTED ETF PORTFOLIOS
• ETFs lead the price discovery often in Fixed Income ETFs 3. Short Maturity • 4.5 Years • JNK has a 7 year average maturity 4. Variable annuities are long-term investments to help you meet retirement and other long- range goals. ... Retrieve Document
To The Prospectus Dated May 1, 2007 - John Hancock Annuities ...
Made to your variable annuity investment platform. where the adviser is not the same as, or affiliated with, the Adviser to the Fund, including ETFs. • Purchase domestic and foreign equity and fixed Venture® Combination Fixed and Variable Annuities are distributed by John Hancock ... Document Retrieval
Advisor’s Edge Variable Annuity Product Guide
Variable annuities are subject to market risk. Investment return and principal value will vary so that units, when redeemed, • Exchange Traded Funds (ETFs) generally present the same risks as an investment in a conventional fund ... Access Document
By E-mail And U.S. Mail Transmission Marcia E. Asquith Office ...
Funds, variable annuities contracts and UITs, pose little, if any, risk that associated persons will including 529 plans and ETFs. 4. Section 23(a) of the Exchange Act requires the SEC to consider the anti-competitive effects of rule ... Doc Retrieval
SSgA Growth ETF Portfolio
The fund invests at least 80% of net assets in underlying ETFs. It allocates its assets among various asset classes. Variable annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force. ... Get Doc
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