Investing

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ETFS JAN 05, 2012
Scottrade kicks its FocusShares ETFs into high gear

Scottrade is celebrating the first birthday of its FocusShares exchange-traded funds with a big marketing push.

By Jason Kephart
MUTUAL FUNDS JAN 05, 2012
Artisan trio tabbed as Morningstar's U.S. stock fund manager of year

A team that manages three mutual funds for Milwaukee-based Artisan Partners LP was named 2011 domestic stock manager of the year by Morningstar Inc.

By Mark Bruno
EQUITIES JAN 05, 2012
Tom Forester: Finding value in playing defense

The uncertainty in Europe has pushed the Forester Value Fund Ticker:(FVALX) into a defensive mode, but that's far from sitting on the sidelines, according to Tom Forester.

By Jeff Benjamin
Grubb & Ellis Healthcare REIT II, American Realty Capital Trust are raising dividends
ALTERNATIVES JAN 05, 2012
Grubb & Ellis Healthcare REIT II, American Realty Capital Trust are raising dividends

By Bruce Kelly
FIXED INCOME JAN 04, 2012
With rates stalled and uncertainty a given, investors cling to safety

While they wait for interest rates to rise and a chance to reinvest for greater yield, advisers remain parked in short-duration, high-quality fixed-income instruments.

By Dan Jamieson
LIFE INSURANCE AND ANNUITIES JAN 04, 2012
Lawyer bet on terminally ill to gain their death benefits: U.S. Attorney

Caramadre faces indictment over alleged scheme that purportedly sought out those with less than six months to live; lawyer says 'insurance industry upset it got beat at its own game'

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JAN 04, 2012
Lifetime-income options pose benchmarking puzzle

As insurers find new ways to provide workers with a steady stream of income through their retirement plans, financial advisers are grappling with how best to benchmark these products against one another

By Darla Mercado
MetLife's bank divestment a mixed blessing for ratings: Analysts
LIFE INSURANCE AND ANNUITIES JAN 03, 2012
MetLife's bank divestment a mixed blessing for ratings: Analysts

Moody's: Bank sale eliminates Fed oversight but gives Met competitive chops

By Bloomberg
ALTERNATIVES JAN 03, 2012
Volatility, low interest rates likely to boost alternatives despite lag

Despite the generally dismal performance of alternative investment funds, investors continued to pour money into them in 2011

By Andrew Osterland
Benefits of diversification are fading: Study
EQUITIES JAN 01, 2012
Benefits of diversification are fading: Study

A new study shows that correlations between many so-called “risk-on assets” have risen dramatically over the last decade.

By Andrew Osterland
MUTUAL FUNDS JAN 01, 2012
Berkowitz takes another hit as Sears slumps

By Bloomberg
ALTERNATIVES JAN 01, 2012
Special report: The 2012 outlook

Last year's stock market volatility has taken its toll: Financial advisers are a lot more skittish about equities now than they were at the start of 2011.

By Mark Bruno
ALTERNATIVES JAN 01, 2012
Hedgie insider: T-bills a better bet

By Evan Cooper
LIFE INSURANCE AND ANNUITIES JAN 01, 2012
No financial resolve

By Liz Skinner
MUTUAL FUNDS JAN 01, 2012
Buffett Lite fund vaults to top by lightening up on Buffett

By John Goff
Pimco Total Return ETF may spark return of small investor
ETFS DEC 30, 2011
Pimco Total Return ETF may spark return of small investor

New fund likely to attract price-conscious clients; 'seminal moment'

By John Goff
Munis still a 'danger zone,' warns Whitney
RETIREMENT PLANNING DEC 30, 2011
Munis still a 'danger zone,' warns Whitney

State and local governments not nearly out of the woods, analyst says

By John Goff
BlackRock: Munis face threat of 'super downgrade'
RETIREMENT PLANNING DEC 30, 2011
BlackRock: Munis face threat of 'super downgrade'

Ratings cuts of two or more notches are expected to pick up over the summer as agencies review their methodologies

By Bloomberg
ETF hit home? Investment advisers piling into exchange-traded funds
ETFS DEC 30, 2011
ETF hit home? Investment advisers piling into exchange-traded funds

Data shows investment managers embracing passive funds with a passion; low fees a big draw

By John Goff
No repeat of muni miracle in 2012
RETIREMENT PLANNING DEC 30, 2011
No repeat of muni miracle in 2012

Returns for top-rated tax-exempt paper on a par with Treasuries; lower-rated debt the better bet, say experts

By John Goff