Investing

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MUTUAL FUNDS SEP 20, 2012
Abigail Johnson up another rung at Fidelity

Tapped to head fund giant's core businesses

By JKEPHART
MUTUAL FUNDS SEP 20, 2012
Fido's marketing of ultrashort-bond fund ends in $375K settlement

Company agrees to pay sum to settle Finra charges it exaggerated credit quality of securities in fund

By DJAMIESON
MUTUAL FUNDS SEP 20, 2012
This Islamic mutual fund is a 1-percenter even OWS would love

Following Shariah law — and thus steering clear of bank stocks — the Amana Trust Income Fund has been a stellar performer

By JKEPHART
Old-age question: Are LTC policies good deals for younger clients?
RETIREMENT PLANNING SEP 19, 2012
Old-age question: Are LTC policies good deals for younger clients?

Number of people under 45 who buy long-term-care insurance is on the rise; cheap premiums

By Liz Skinner
EQUITIES SEP 18, 2012
BlackRock's Doll finds a new home at Nuveen

By JKEPHART
What keeps institutional investors up at night?
EMERGING MARKETS SEP 18, 2012
What keeps institutional investors up at night?

Survey shows money managers still spooked by events in Europe

By JKEPHART
MUTUAL FUNDS SEP 18, 2012
INsider: Is Vanguard thinking about life after money funds?

Company said to be considering adding CDs, bank accounts to offerings; potential move not tied to SEC's reform push, exec says

By JKEPHART
ALTERNATIVES SEP 18, 2012
Ex-JPMorgan exec made killing off whale of a mistake

Feldstein made money betting against the bank, then made more helping it unwind the trades; 'not a master of the universe'

By John Goff
EMERGING MARKETS SEP 17, 2012
Money managers avoiding Mideast — except one country

Latest round of protests underscores concerns about investing in the volatile region.

By Jeff Benjamin
FIXED INCOME SEP 17, 2012
Bill to limit muni adviser regs advances

By Mark Schoeff Jr.
Bondwagon? Investors hop on cheap munis
FIXED INCOME SEP 17, 2012
Bondwagon? Investors hop on cheap munis

Investors chasing yield are hopping on municipal bonds, which remain cheaper than Treasuries. The question: When will the rush into tax-exempts end?

By John Goff
RETIREMENT PLANNING SEP 16, 2012
New health care law: advice needed

Financial advisers will have opportunities to help their clients navigate the new health care law.

By Jeff Benjamin
RETIREMENT PLANNING SEP 16, 2012
Soaring health care costs squeeze retirees

By Darla Mercado
MUTUAL FUNDS SEP 16, 2012
Time to break up Legg?

By JKEPHART
MUTUAL FUNDS SEP 16, 2012
Gundlach may be seeking equity stars at TCW

If it decides to create an equity investment team, DoubleLine Capital LP may be going back to the well at founder and chief executive Jeffrey Gundlach's former employer one more time.

By JKEPHART
RETIREMENT PLANNING SEP 16, 2012
Protection gap is widening

By Darla Mercado
RETIREMENT PLANNING SEP 16, 2012
Protection gap is widening

By Darla Mercado
RETIREMENT PLANNING SEP 16, 2012
Protection gap is widening

By Darla Mercado
AIG unit could be next VA powerhouse
RETIREMENT PLANNING SEP 14, 2012
AIG unit could be next VA powerhouse

As insurers put the brakes on variable annuity sales, an old rival is emerging as a potential powerhouse in the business.

By Darla Mercado
Life insurance sector takes hit as QE3 packs a punch
LIFE INSURANCE AND ANNUITIES SEP 13, 2012
Life insurance sector takes hit as QE3 packs a punch

With rates staying low, carriers have a dim three years on the horizon

By Darla Mercado