Investing

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NY to issue tougher regs on death benefits: Source
LIFE INSURANCE AND ANNUITIES MAR 07, 2012
NY to issue tougher regs on death benefits: Source

Will make lump-sum payment the default option; policyholders must opt in for retained-asset accounts

By John Goff
RIA NEWS MAR 06, 2012
Expiring surrender charges force clients to make tough choices

By Jason Kephart
MUB drubbed as price of biggest muni ETF plunges
RETIREMENT PLANNING MAR 06, 2012
MUB drubbed as price of biggest muni ETF plunges

iShares S&P National AMT-Free Bond Fund records largest loss since 2008; 'extremely overvalued'

By John Goff
Wealthy to invest more in commodities, cut cash: Survey
ALTERNATIVES MAR 06, 2012
Wealthy to invest more in commodities, cut cash: Survey

Wealthy investors will shift more money into commodities, real estate and direct investments in private companies, a survey has found.

By Doug Cubberley
Ruling is Stoli setback for Principal Life
LIFE INSURANCE AND ANNUITIES MAR 06, 2012
Ruling is Stoli setback for Principal Life

A federal court decision in Pennsylvania has notched a win for life settlement investors.

By Darla Mercado
EQUITIES MAR 05, 2012
Hotter market may lure equity-averse

By Jeff Benjamin
New cost basis rules could be basis for 'unhappy' clients
MUTUAL FUNDS MAR 05, 2012
New cost basis rules could be basis for 'unhappy' clients

Those who end up paying more taxes than required on stock sales may well have tough questions for their advisers

By Lavonne Kuykendall
RETIREMENT PLANNING MAR 05, 2012
Mets' debt gets cut — and it's not even spring training

S&P lowers outlook on tax-exempt bonds that financed construction of Citi Field; off-field drama could sap attendance

By John Goff
EMERGING MARKETS MAR 04, 2012
'Hitch your wagon to foreign demand': SMU's Cox

Service companies should make out best in the next decade, professor of finance says

By Jeff Benjamin
Banks missing a trick by not selling insurance: Survey
RETIREMENT PLANNING MAR 04, 2012
Banks missing a trick by not selling insurance: Survey

Sales of insurance — as well as investment products — tends to attract more profitable customers; big edge in trust over brokerages

By Darla Mercado
FIXED INCOME MAR 04, 2012
MSSB urges safety first, citing worries over European slump

By Bloomberg
ALTERNATIVES MAR 04, 2012
Ex-real estate group head guilty of fraud

By Bruce Kelly
EQUITIES MAR 02, 2012
What Yelp's CEO had to say after stock surged 60% in debut

Jeremy Stoppelman, Yelp's CEO, saw shares of his company spike as much as 73% in its first day of trading on the New York Stock Exchange today.

By Mark Bruno
Bonds, fake bonds: $6 trillion in bogus Treasury notes seized
FIXED INCOME MAR 02, 2012
Bonds, fake bonds: $6 trillion in bogus Treasury notes seized

Fake securities found in safety depost boxes in Zurich; date back to 1934

By John Goff
How much emerging-market exposure should your clients have?
EMERGING MARKETS MAR 02, 2012
How much emerging-market exposure should your clients have?

A growing number of individual investors are seeking returns from emerging markets, with China and the Brazil at the top of the list.

By Mark Bruno
RIA NEWS MAR 02, 2012
Decision to keep rates low could hurt interest in annuities

By Bloomberg
MetLife, Axa limiting customer contributions to certain variable annuity purchases
LIFE INSURANCE AND ANNUITIES MAR 02, 2012
MetLife, Axa limiting customer contributions to certain variable annuity purchases

MetLIfe, Axa curbs on clients' VA additions a way to rein in market exposure amid tough economy

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 02, 2012
Carriers look beyond variable annuities

In a bid to appeal to fee-based and fee-only financial advisers, life insurers are resurrecting a once-forgotten product intended to generate a steady stream of retirement income outside the VA arena.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAR 02, 2012
SEC fraud case could give new life to life settlements controversy

Life Partners accused of misleading shareholders about mortality estimates; securities or not?

By Darla Mercado
ETFS MAR 01, 2012
ETF strategies gain traction

By Bloomberg