Investing

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ALTERNATIVES OCT 03, 2012
Alternative strategies: Addressing market risk – An alternative approach

This white paper, sponsored by Principal Funds, examines how alternative investment strategies can be used to hedge risk while seeking to achieve positive absolute returns during periods of extreme volatility.

By Bloomberg
ALTERNATIVES OCT 03, 2012
Where's the harm in hedge fund advertising?

A look at the ICI's predictable argument

By Jeff Benjamin
ALTERNATIVES OCT 03, 2012
Let hedgies advertise? Fund firms are furious

The SEC's plan to let hedge funds advertise Reg D offerings isn't sitting well with the retail fund industry. Here's why.

By DJAMIESON
High-yield munis on a roll, if you can stomach them
FIXED INCOME OCT 03, 2012
High-yield munis on a roll, if you can stomach them

High-yield municipal bond funds are getting a lot of love these days, thanks to their blistering performance and relatively high tax-free yields.

By JKEPHART
EQUITIES OCT 02, 2012
Chuck Royce: Five key questions for investors

Small-cap fund pioneer Chuck Royce answers five questions about the markets.

By Chuck Royce
Allianz Life to raise roll-up rates on VA rider
RETIREMENT PLANNING OCT 02, 2012
Allianz Life to raise roll-up rates on VA rider

By Darla Mercado
MUTUAL FUNDS OCT 02, 2012
Vanguard shrugs off iShares fee cuts

By JKEPHART
Surprise! Big insurer launches new VA
RETIREMENT PLANNING OCT 02, 2012
Surprise! Big insurer launches new VA

New York Life going where other carriers fear to tread; risk management key

By Darla Mercado
RETIREMENT PLANNING OCT 02, 2012
Adviser opening: Covering retirees

By Darla Mercado
LPL looks to goose VA sales
RETIREMENT PLANNING OCT 02, 2012
LPL looks to goose VA sales

Creates new tools to help advisers better explain variable annuities to clients; many B-Ds seeing falloff in business

By Darla Mercado
The 'cult of equity' isn't dying — it's going passive
ETFS OCT 02, 2012
The 'cult of equity' isn't dying — it's going passive

While investors have been pulling out of actively managed equity funds for years, the same can't be said for their passive managed counterparts

By JKEPHART
<font color=red>Live from FPA</font>: U.S. economy still weighed down by debt: Pimco's Kashkari
EQUITIES OCT 01, 2012
<font color=red>Live from FPA</font>: U.S. economy still weighed down by debt: Pimco's Kashkari

Progress has been made but more needs to be done, he tells FPA

By Jeff Benjamin
MUTUAL FUNDS OCT 01, 2012
Frost takes a shot with natural resources

With global monetary policy setting the stage for devalued currencies and a looming inflationary cycle, last year was apparently a good time for Frost Investment Advisors LLC to take its natural resources strategy to retail class investors.

By Jeff Benjamin
ALTERNATIVES OCT 01, 2012
Franklin Templeton further elevates alt offerings with K2 buy

Franklin Resources Inc. Ticker:(BEN) is taking another step into the alternatives universe with the acquisition of K2 Advisors Holdings LLC, a $9.3 billion funds-of-hedge-funds firm.

By Jeff Benjamin
RETIREMENT PLANNING OCT 01, 2012
Why LTC insurance is a better bet for women

Longer life expectancy, coupled with unisex policy pricing, boosts the value proposition for female clients

By Liz Skinner
RETIREMENT PLANNING SEP 30, 2012
Merrill hires MSSB exec to run insurance, annuities

By AOSTERLAND
MUTUAL FUNDS SEP 30, 2012
Stock market correlation leads to 'closet' indexing

Maybe American Funds Growth Fund of America should be renamed American Funds Index Fund of America. The $115 billion fund, the largest equity mutual fund in the world, is tracking its benchmark more closely than ever before — and it is not alone.

By JKEPHART
MUTUAL FUNDS SEP 30, 2012
Why Bruce Berkowitz's bullish AIG stance is paying off

By MFXFeeder
RETIREMENT PLANNING SEP 30, 2012
REIT dividends at issue in suit

By Bruce Kelly
EQUITIES SEP 30, 2012
Fund seeks less volatility

By JKEPHART