Investing

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EQUITIES MAY 11, 2012
Reasons to be bullish on J.P. Morgan, energy

Ed Cowart, portfolio co-manager of equity income and value strategies at Eagle Asset Management, the $19.5-billion asset management unit of Raymond James, offers up his thoughts on a few market sectors that are catching his eye.

By Paul Menchaca
Credit Suisse launches alt index fund
MUTUAL FUNDS MAY 10, 2012
Credit Suisse launches alt index fund

New fund designed to offer the risk/return portfolio of the hedge fund industry; 'portfolio completer'

By JKEPHART
FIXED INCOME MAY 10, 2012
Global bonds: Avoiding unintended consequences

By Bloomberg
MUTUAL FUNDS MAY 10, 2012
Stage set for rally in municipal bonds

By JKEPHART
Advisers short-sighted about long-term care
RETIREMENT PLANNING MAY 10, 2012
Advisers short-sighted about long-term care

Don't see the ripple effect on other retirement assets, says Harley Gordon; often don't even know how to raise the subject

By Darla Mercado
Elderly investors bilked in annuities scam to get bubkes
RETIREMENT PLANNING MAY 10, 2012
Elderly investors bilked in annuities scam to get bubkes

Investors ensnared in a $7 million scam involving so-called “private annuities” will be getting back only a sliver of their original investment.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAY 10, 2012
Long-term-care insurance may go way of the dinosaur

By Darla Mercado
RETIREMENT PLANNING MAY 10, 2012
Fighting for market share in the LTC business

A handful of publicly held life insurers dominate the market for traditional long-term-care insurance, but mutual life insurers are beginning to make inroads with agents and financial advisers.

By Darla Mercado
Morningstar: Not enough disclosure in target date disclosure
MUTUAL FUNDS MAY 09, 2012
Morningstar: Not enough disclosure in target date disclosure

Fund researcher tells SEC that plan participants don't have access to vital information; what's the glide path?

By Darla Mercado
Faber sees 1987-like crash if U.S. stocks rally without QE3
EQUITIES MAY 09, 2012
Faber sees 1987-like crash if U.S. stocks rally without QE3

U.S. stocks may plunge in the second half of the year “like in 1987” if the Standard & Poor's 500 Index climbs without further stimulus from the Federal Reserve

By Doug Cubberley
LIFE INSURANCE AND ANNUITIES MAY 09, 2012
Advisers shortsighted about long-term care

By Darla Mercado
Largest nontraded REIT in SEC probe
ALTERNATIVES MAY 08, 2012
Largest nontraded REIT in SEC probe

More worries for REIT investors. Inland American, the largest nontraded property trust in the U.S., says the SEC is looking into, among other things, the trust's fees and administration.

By Bruce Kelly
MUTUAL FUNDS MAY 08, 2012
Lack of ratings, track records not deterring investors

By DJAMIESON
EQUITIES MAY 08, 2012
A look at Litman Gregory's balanced portfolio

By Paul Menchaca
RETIREMENT PLANNING MAY 07, 2012
Start now with end-of-life discussions: Expert

Advisers can fill void left by doctors, lawyers; living wills, DNRs crucial

By cmollison
MUTUAL FUNDS MAY 07, 2012
Socially conscious funds are blossoming

By JKEPHART
With its sights on advisers, USAA hires ex-Hartford Funds boss
MUTUAL FUNDS MAY 07, 2012
With its sights on advisers, USAA hires ex-Hartford Funds boss

Sloane tabbed to oversee third-party distribution for United Services

By JKEPHART
EMERGING MARKETS MAY 07, 2012
Investors see foreign junk as slam-dunk

Pouring funds into global high-yield ETFs; return up more than 10% in the first quarter

By John Goff
After bailing on annuities, The Hartford looks to pump up its mutual funds
RETIREMENT PLANNING MAY 07, 2012
After bailing on annuities, The Hartford looks to pump up its mutual funds

Insurer sees big room for growth in fund world; relocating, bulking up sales force

By JKEPHART
MUTUAL FUNDS MAY 06, 2012
Invesco shakes up its distribution team

Combining U.S. retail sales with marketing, product management, global ETF groups

By JKEPHART