Investing

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Double whammy in Europe eyed by U.S. investors
EMERGING MARKETS JUN 15, 2012
Double whammy in Europe eyed by U.S. investors

All eyes on Italian bond auction, Greek election; major recession possible on the Continent

By Jeff Benjamin
Is Medicare the next frontier for financial advice?
RETIREMENT PLANNING JUN 15, 2012
Is Medicare the next frontier for financial advice?

Expertise in government medical plan will boost an adviser's business, help retain clients, surveys show

By Mary Beth Franklin
Rominger mulling timeline for 12(b)-1 fee rule
MUTUAL FUNDS JUN 15, 2012
Rominger mulling timeline for 12(b)-1 fee rule

In the last 48 hours, Eileen Rominger, the new director of the Division of Investment Management at the Securities and Exchange Commission, has appeared before a congressional committee and addressed an investment advice industry group.

By Mark Schoeff Jr.
FIXED INCOME JUN 14, 2012
Carlyle buys TCW from Societe General in major deal

PE firm adds asset manager to its growing portfolio; capital requirements prompt sale by Societe Generale

By John Goff
Pimco's new closed-end fund raises $1 billion
EQUITIES JUN 14, 2012
Pimco's new closed-end fund raises $1 billion

Forget Facebook, Pimco just completed the largest closed-end-fund IPO in two years with the $1 billion Dynamic Income Fund

By JKEPHART
MUTUAL FUNDS JUN 14, 2012
Can Jeffrey Gundlach survive success?

By JKEPHART
RETIREMENT PLANNING JUN 14, 2012
VA sales slow in 2012 as insurers leave the space

By Darla Mercado
Suicides hint at magnitude of South Korean banking crisis
EMERGING MARKETS JUN 12, 2012
Suicides hint at magnitude of South Korean banking crisis

Several executives kill themselves amid scandal, shutterings; 'everyone's become a victim'

By Bloomberg
How Spain has already won the Euro 2012
EMERGING MARKETS JUN 12, 2012
How Spain has already won the Euro 2012

By Jeffrey Kleintop
80 the new 65? Retirement age needs radical adjustment, says AIG boss
RETIREMENT PLANNING JUN 12, 2012
80 the new 65? Retirement age needs radical adjustment, says AIG boss

AIG boss Robert Benmosche has offered a radical yet simple solution to gaping shortfalls in government pension and medical programs. Push the retirement age back -- way back.

By John Goff
EMERGING MARKETS JUN 11, 2012
BRICs a slam-dunk, say stock pickers

Economies of four giant countries growing at breakneck pace, but share prices lagging substantially ; 'huge opportunity'

By John Goff
ALTERNATIVES JUN 11, 2012
The case for alternative alpha

Historically, the only path for an investor to gain exposure to hedge fund “alpha” was to invest directly with a hedge fund or a hedge fund-of-fund.

By Maz Jadallah, Chief Executive Officer, of AlphaClone LLC
A low-rate reality, but where to go from bonds?
FIXED INCOME JUN 11, 2012
A low-rate reality, but where to go from bonds?

No clear path out of low-yield environment: Guggenheim's Boehly

By DJAMIESON
Investor psyche at tipping point as unemployment climbs
EQUITIES JUN 11, 2012
Investor psyche at tipping point as unemployment climbs

Businesses added smallest number of workers in a year; approaching stall speed

By Mark Bruno
Alternatives funds finally catching on — but are they the wrong ones?
MUTUAL FUNDS JUN 11, 2012
Alternatives funds finally catching on — but are they the wrong ones?

Fund companies are increasingly cranking out mutual funds that invest in alternatives. But the most popular product may offer scant protection against down markets

By Jeff Benjamin
Fund firms want out of the pool, sue the CFTC
MUTUAL FUNDS JUN 11, 2012
Fund firms want out of the pool, sue the CFTC

Industry trade group up in arms over amendment to rule that exempted mutual funds from having to register as commodity pool operators

By JKEPHART
Advisers stick with BRICs — despite Goldman warning
EMERGING MARKETS JUN 11, 2012
Advisers stick with BRICs — despite Goldman warning

Firm's analysts say big four have peaked, but others not ready to cave

By Jason Kephart
Biggest China ETF in U.S. rocked as investors exit the dragon
ETFS JUN 11, 2012
Biggest China ETF in U.S. rocked as investors exit the dragon

FTSE China 25 index fund from iShares recorded nearly $1B in net outflows this year; 'starting to get scared'

By John Goff
Nontraded REITs benefiting from scrutiny
ALTERNATIVES JUN 10, 2012
Nontraded REITs benefiting from scrutiny

Press, attention had helped improve nontraded REIT's 'shareholder friendliness'

By Bruce Kelly
Indexed annuities boast strong 1Q
RETIREMENT PLANNING JUN 10, 2012
Indexed annuities boast strong 1Q

By Darla Mercado