Investing

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MUTUAL FUNDS JUL 08, 2012
Advisers showing clients how much funds really can cost

By LKUYKENDALL
FIXED INCOME JUL 06, 2012
Vanguard fires another shot in ETF fee war

Vanguard Group Inc. will be the first to tell you that it isn't in the midst of an ETF fee war, but to its competitors it sure must feel that way

By JKEPHART
Presto chango! Pimco turns hedge fund into mutual fund
MUTUAL FUNDS JUL 06, 2012
Presto chango! Pimco turns hedge fund into mutual fund

Buys long/short fund, then persuades SEC to allow conversion; acquires portfolio manager in the process

By JKEPHART
First one a hit so Pimco rolls out three more bond ETFs
ETFS JUL 06, 2012
First one a hit so Pimco rolls out three more bond ETFs

Launch comes on the heels of success of exchanged-traded version of flagship fund

By JKEPHART
MUTUAL FUNDS JUL 06, 2012
Total Return ETF even better than the real thing

By JKEPHART
Finra issues warning on risks of exchange-traded notes
ETFS JUL 05, 2012
Finra issues warning on risks of exchange-traded notes

By JKEPHART
Decision not to liquidate LTC insurer could leave policyholders up the creek
RETIREMENT PLANNING JUL 05, 2012
Decision not to liquidate LTC insurer could leave policyholders up the creek

Judge's ruling keeps Penn Treaty in business, but large rate increases could follow

By Darla Mercado
Proposed regs could kill off money fund industry: Professor
MUTUAL FUNDS JUL 03, 2012
Proposed regs could kill off money fund industry: Professor

Changes to money-market funds would hike costs dramatically, decimate business, says professor

By Liz Skinner
EMERGING MARKETS JUL 03, 2012
India downgrade no big thing for bond funds: DoubleLine

Lack of dollar-denominated debt means substandard credit rating for subcontinent won't roil emerging-markets funds

By JKEPHART
EMERGING MARKETS JUL 03, 2012
Growth-happy plans eye emerging-markets P-E

By Thao Hua
EMERGING MARKETS JUL 03, 2012
Rising BRICs could challenge Western banks

By John Browne
For faint of heart, AQR launches funds with beta blockers
MUTUAL FUNDS JUL 02, 2012
For faint of heart, AQR launches funds with beta blockers

Low volatility offerings designed to minimize volatility; 'lot of risk aversion from advisers right now'

By JKEPHART
Even after accord, Gross says Europe a 'debt trap'
FIXED INCOME JUL 02, 2012
Even after accord, Gross says Europe a 'debt trap'

Pimco guru steering clear of soverign bonds from the Continent; can this family get along?

By John Goff
Investors good at picking funds, lousy at timing: Morningstar
MUTUAL FUNDS JUL 02, 2012
Investors good at picking funds, lousy at timing: Morningstar

Bad allocation zaps payback; alternatives a logical alternative to bonds

By JKEPHART
The greatest investor you've never heard of
MUTUAL FUNDS JUL 02, 2012
The greatest investor you've never heard of

None of the legendary names of the investment world -- not Bill Gross, not Warren Buffett, not Kenneth Heebner -- come close to matching the performance of James Wang, a little-known portfolio manager who oversees the OceanStone Fund. How hot is he? $10,000 invested with Wang in 2007 would be worth $65,000 today.

By Jason Kephart
American Funds taking its talent to YouTube amid 'difficult time'
MUTUAL FUNDS JUL 02, 2012
American Funds taking its talent to YouTube amid 'difficult time'

The normally low-profile fund family plans to bring its portfolio managers to the small screen

By Jason Kephart
34 months and counting: American Funds' outflow woes roll on
MUTUAL FUNDS JUL 02, 2012
34 months and counting: American Funds' outflow woes roll on

It's now almost three years since the fund giant has recorded net inflows

By Jason Kephart
FIXED INCOME JUL 01, 2012
'Incoming' investment ideas

By Jack Tierney, executive director, Invesco
EQUITIES JUN 29, 2012
U.S., emerging markets are the best places to invest: Pimco's El-Erian

The U.S. and certain emerging markets are the best places to invest right now, according to Pimco's Mohamed El-Erian, but not without some risk

By Doug Cubberley
RETIREMENT PLANNING JUN 29, 2012
Axa offers deals to let clients drop VA death benefits

By Darla Mercado