EPFR fund flow data is a sub-set of the larger FII data available from National Securities Depository Ltd. (NSDL). EPFR’s data mainly tracks mutual funds, exchange-traded funds, closed-end funds, variable annuity ... prospects vs real estate/gold.
More here. Since annuities generally "take a lot more education and create a lot more paperwork" to sell than securities or mutual funds, brokers have been willing to work harder to sell annuities so they can collect attractive annuity commissions.
Variable annuities and mutual funds are some of the most common investment vehicles for retirement savings. While both products contain a number of identical features that often make it challenging for inexperienced investors to distinguish between the two.
For example, the Investing section of Money 101 can quickly bring you up to speed on everything from how stocks, bonds, mutual funds and ETFs work to deciding how much of your money should be in stocks vs ... fixed index annuities and variable annuities.
In Part 1, we reviewed a number of variable annuities and saw the range of historical returns ... but they don't have the established history of Mutual Funds. When we compare the results and the plan rating in a "normalized" form, we can see that with.
Q3 2017 vs. Q3 2016 Our reported ... which include Sun Life Global Investment mutual funds, Sun Life Guaranteed Investment Funds segregated funds, Guaranteed Investment Certificates, and Accumulation and Payout Annuities. (2) Sun Life Global Investments.
Yet because not every consumer wants to do it themselves, many state 529 plans also created an “advisor-sold” option (and/or mutual fund companies that had long ... relatively limited number of fee-based annuity solutions. There are a few, but.
COMPARED TO mutual funds, variable annuities have several significant drawbacks: Besides having o favorable capital gains treatment on distributions, they also have estate tax disadvantages. While both a mutual fund and an annuity are included in an estate.
Mutual fund companies have therefore sought to compete with annuities by creating managed payout funds that also provide streams of income, although they are not guaranteed. But these funds have proven to be a tough sell to investors who want the income.