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ICI big knocks proposals that 'ignore basic facts' about fund industry
MUTUAL FUNDS MAR 30, 2011
ICI big knocks proposals that 'ignore basic facts' about fund industry

McMillan also bemoans pace of reform, saying firms still not sure if they'll be deemed too big too fail

By Bloomberg
EMERGING MARKETS MAR 30, 2011
Investors calm as Egypt erupts

With volatility in the financial markets creeping up last week in the wake of the unrest in Egypt, this is not a time for knee-jerk investment decisions, according to money managers and market analysts

By Jeff Benjamin
Protests turn ugly, and so do Egypt's borrowing costs
EMERGING MARKETS MAR 30, 2011
Protests turn ugly, and so do Egypt's borrowing costs

By John Goff
ALTERNATIVES MAR 29, 2011
Real estate momentum building, analyst says

Yablon sees fundamental recovery in property markets around the world

By Jeff Benjamin
RETIREMENT PLANNING MAR 27, 2011
New regulations spur cheaper 401(k) options

As advisers to 401(k) plans brace for upcoming regulations mandating greater fee disclosure, The Charles Schwab Corp., BlackRock Inc. and TD Ameritrade Trust Co. are among a number of firms that are launching lower-cost options ranging from exchange-traded funds to index-fund-only plans

By Jessica Toonkel
Finally, mutual funds see net inflows
MUTUAL FUNDS MAR 25, 2011
Finally, mutual funds see net inflows

First time in six weeks more cash came in than went out; hybrids led the way

By Jeff Benjamin
Absolute-return funds absolutely confusing, advisers say
MUTUAL FUNDS MAR 25, 2011
Absolute-return funds absolutely confusing, advisers say

Raft of new 'absolute' funds difficult to decipher, dissimilar in approaches; more marketing gimmick than investment strategy?

By John Goff
Get shorting: Bill Gross now betting against Treasuries
FIXED INCOME MAR 25, 2011
Get shorting: Bill Gross now betting against Treasuries

Pimco's Total Return Fund moves to a negative holding in government debt; largest allocation in cash

By John Goff
Did American Funds' exec diss advisers?
MUTUAL FUNDS MAR 25, 2011
Did American Funds' exec diss advisers?

In a recent interview, American Funds Distributor's president Kevin Clifford reportedly blamed the recent fund outflows at American on pollyanna-ish sales pitches at the retail level. Not surprisingly, those working at the retail level -- namely, advisers -- did not take kindly to the suggestion.

By Jessica Toonkel
MUTUAL FUNDS MAR 25, 2011
$52M CEO fails to stop outflows at AllianceBernstein

Client defections continue, with $128B yanked from funds in two years; firm ranked last in brand loyalty survey

By John Goff
J.P. Morgan Funds nabs Pimco exec
MUTUAL FUNDS MAR 25, 2011
J.P. Morgan Funds nabs Pimco exec

Lee Beck will manage relationships with wirehouse, B-D and insurance broker wealth management firms

By Jessica Toonkel
Fiduciary standard could choke sales of mutual funds
MUTUAL FUNDS MAR 25, 2011
Fiduciary standard could choke sales of mutual funds

Sellers may switch to fee-based model and wealthier clients, leaving average investors in the dust

By Jessica Toonkel
Basel-like regs for money markets? It could happen
MUTUAL FUNDS MAR 25, 2011
Basel-like regs for money markets? It could happen

SEC eyes requiring such funds to establish 'NAV buffer'; idea would trump ICI's plan for liquidity bank

By Jessica Toonkel
EMERGING MARKETS MAR 25, 2011
Earthquake in Japan rattles U.S. investors

As the crisis in Japan continues to unfold, some worried U.S. investors have turned to their financial advisers for reassurance that the market won't suffer a 2008-like decline

By Lavonne Kuykendall
Japan quake to trigger global sell-off?
EMERGING MARKETS MAR 24, 2011
Japan quake to trigger global sell-off?

Money managers are divided on whether the tragedy in Japan marks the end of the global bull run — or the start of a new buying opportunity

By Jeff Benjamin
EMERGING MARKETS MAR 24, 2011
Japan temblor alone probably won't swamp reinsurers

Probably not, although when paired with other recent disasters, carriers' pain could be chronic

By Darla Mercado
MUTUAL FUNDS MAR 23, 2011
Big night for little Delaware at Lipper awards

The Philadelphia-based Delaware Management reeled in three awards at the Lipper Fund Awards ceremony on Wednesday night. Other winners included MFS, Pimco, and Loomis Sayles. <a href=http://www.investmentnews.com/article/20110324/CHART02/110329983>(See the full list of funds that took home trophies.)</a>

By Jessica Toonkel
GAO lifts hood on target date funds – and finds big problems
RETIREMENT PLANNING MAR 23, 2011
GAO lifts hood on target date funds – and finds big problems

By Andrew Osterland
FIXED INCOME MAR 22, 2011
Southwest hit with $500K fine

Southwest Securities Inc. will pay $500,000 to resolve Financial Industry Regulatory Authority Inc. claims that the firm violated Municipal Securities Rulemaking Board rules by using paid consultants to solicit business

By Bloomberg
Suddenly, bloom off the rose for foreign stocks
EMERGING MARKETS MAR 21, 2011
Suddenly, bloom off the rose for foreign stocks

Money managers' interest in international markets wilting as U.S. growth take center stage

By Jeff Benjamin