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LIFE INSURANCE AND ANNUITIES NOV 27, 2011
Hartford sells private-placement life ops, refocuses

The Hartford Financial Services Group Inc. has sold its private-placement life insurance operations

By Darla Mercado
ALTERNATIVES NOV 25, 2011
Good news for retail REITs: Bricks still beat clicks

Don't make the mistake of assuming the growth of Internet retail sales is the beginning of the end for retail stores.

By Jeff Benjamin
Want to target younger life insurance customers? Get online
FINTECH NOV 23, 2011
Want to target younger life insurance customers? Get online

With 2011 sales of life insurance products up just 4% over last year, carriers and producers would be well served by mining social networks to step up growth.

By Darla Mercado
DJIA companies expected to increase dividends
EQUITIES NOV 23, 2011
DJIA companies expected to increase dividends

The 30 stocks making up the Dow Jones Industrial Average are expected to increase their annual dividend payouts by an average of 11.8% over the third quarter of 2010 and by 1.1% over the second quarter of this year.

By Jeff Benjamin
ALTERNATIVES NOV 22, 2011
REIT market's retail sector holding up

To hear it from the perspective of retail-sector real estate specialists, it might be easy to assume that the U.S. economy is moving full-steam ahead, and that bodes well for investors in retail properties, particularly outlet centers

By Jeff Benjamin
Crisis in Europe no 'cause for alarm': Mark Mobius
EMERGING MARKETS NOV 22, 2011
Crisis in Europe no 'cause for alarm': Mark Mobius

Emerging market guru says woes on continent won't drag world into recession; 'don't see a let-up in demand'

By John Goff
Vanguard to open first international bond funds for U.S. clients
MUTUAL FUNDS NOV 22, 2011
Vanguard to open first international bond funds for U.S. clients

To start the Vanguard Total International Bond Index Fund and Vanguard Emerging Markets Government Bond Index Fund

By Doug Cubberley
MSSB plans for the worst with new asset allocation
FIXED INCOME NOV 22, 2011
MSSB plans for the worst with new asset allocation

In what the firm calls its “most significant change” to its tactical asset allocation in two years, Morgan Stanley Smith Barney LLC's global investment committee is adopting an overweight position in safe havens and underweight position in risk assets

By Liz Skinner
Death of Jobs 'does create questions,' but advisers still big on Apple
EQUITIES NOV 22, 2011
Death of Jobs 'does create questions,' but advisers still big on Apple

Don't see magic fading following passing of company co-founder; 'creative spirit is still there'

By Jeff Benjamin
Ratings cut has done wonders for U.S. investments
FIXED INCOME NOV 21, 2011
Ratings cut has done wonders for U.S. investments

Dollar, Treasuries, stock market all up since S&P lowered AAA rating; flight to quality made unexpected landing

By John Goff
Mutual problem as stock fund investors still heading for the exits
MUTUAL FUNDS NOV 21, 2011
Mutual problem as stock fund investors still heading for the exits

Seventh straight month of net outflows; bond funds a different story

By John Goff
MUTUAL FUNDS NOV 21, 2011
Advisers steering clear of target date funds that use exotic strategies

Funds rely on leverage, synthetics to amp up performance

By Darla Mercado
Pimco's go-anywhere fund going nowhere
EMERGING MARKETS NOV 21, 2011
Pimco's go-anywhere fund going nowhere

Unconstrained debt fund down 1.8% this year; missed bond rally back home

By John Goff
Treasury's printing press a success as U.S. debt  top sovereign bet
RETIREMENT PLANNING NOV 21, 2011
Treasury's printing press a success as U.S. debt top sovereign bet

Uncle Sam's paper up 26% this year; given troubles in Europe, demand not 'waning anytime soon'

By John Goff
Options trading like 'crack cocaine for brokerages,' say critics
RIA NEWS NOV 21, 2011
Options trading like 'crack cocaine for brokerages,' say critics

With stock trading down, the major online brokerage firms continue to ramp up their options-trading capabilities. While futures generate sizable commissions, critics worry that the use of greater leverage could leave less-sophisticated investors wondering where their money went.

By John Goff
At Thanksgiving, stock funds turkeys, bond funds stuffed
MUTUAL FUNDS NOV 21, 2011
At Thanksgiving, stock funds turkeys, bond funds stuffed

Worried clients pulling out of equity, plumping up debt investments

By Jeff Benjamin
MUTUAL FUNDS NOV 21, 2011
Miller's successor changing little at Value Trust

Bill Miller's decision to relinquish the reigns of Legg Mason Capital Management Value Trust in April is unlikely to herald big changes in how the $2.8 billion fund is being run, according to the fund's incoming lead manager, Sam Peters

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES NOV 21, 2011
Lincoln National's universal life reserves are 'more than adequate': CEO

Lincoln National Corp.'s CEO today stressed that the insurer has sufficient reserves for its universal life products

By Darla Mercado
Everybody out of the mortgage pool? That's a mistake, says ING fund manager
FIXED INCOME NOV 21, 2011
Everybody out of the mortgage pool? That's a mistake, says ING fund manager

Government-backed mortgages could be the next best alternative to cash, according Jeff Dutra, manager of the $830 million ING GNMA Income Fund.

By Jeff Benjamin
RIA NEWS NOV 21, 2011
Moody's: Ameriprise, Lincoln have strong VA hedging programs

Ameriprise Financial Inc. and Lincoln National Corp. have strong VA hedging programs, Moody's Investors Service said in a report on the most frequently asked questions about variable annuities

By Darla Mercado