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EMERGING MARKETS NOV 13, 2011
An end to la dolce vita?

Italy's passage of belt-tightening measures Friday, coupled with its impending change of leadership, calmed immediate fears about Europe's debt crisis, but investors should brace for more eurozone turmoil in the weeks and months ahead

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES NOV 13, 2011
Primerica plans to teach its team about annuities

As Primerica Inc. prepares to add a fixed indexed annuity to its platform for the first time, the company faces the tall task of prepping its 82,000 representatives on the complicated savings product

By Darla Mercado
Bond ETFs stealing the thunder — and inflows — from Gross, Fuss
ETFS NOV 10, 2011
Bond ETFs stealing the thunder — and inflows — from Gross, Fuss

Fee fiefdom losing ground to passively managed funds; low yields brings high scrutiny

By John Goff
ALTERNATIVES NOV 09, 2011
At long last, good news for the housing market

Housing is inexpensive and should be attractive to legitimate buyers

By Jeff Benjamin
Regions' TARP bill could lead to low-ball bid on MK
EQUITIES NOV 09, 2011
Regions' TARP bill could lead to low-ball bid on MK

By Bloomberg
Despite earlier predictions, no pall at all over muni market
RETIREMENT PLANNING NOV 08, 2011
Despite earlier predictions, no pall at all over muni market

With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers

By Jeff Benjamin
Hit from future muni defaults 'likely to be small,' says Kroll
FIXED INCOME NOV 08, 2011
Hit from future muni defaults 'likely to be small,' says Kroll

In-depth research shows little chance of domino effect after Jefferson County bankruptcy

By John Goff
LIFE INSURANCE AND ANNUITIES NOV 08, 2011
Insurance regulators seek stronger annuity disclosure

A group of state insurance regulators voted last week to adopt amendments to an annuity disclosure model that would give customers a detailed breakdown of product features

By Darla Mercado
Economy in ruins but Kathleen Gaffney still bullish on Greek debt
EMERGING MARKETS NOV 08, 2011
Economy in ruins but Kathleen Gaffney still bullish on Greek debt

Loomis Sayles fund manager says country will not exit the euro

By John Goff
MUTUAL FUNDS NOV 07, 2011
Despite the fright, retirement savers rode out the storm

The following is an edited version of an Oct. 12 speech by Paul Schott Stevens, president and chief executive of the Investment Company Institute, before the Rotary Club of Seattle

By MFXFeeder
FIXED INCOME NOV 07, 2011
'Best short EVER!' ends up costing Citigroup $285M

Citigroup Inc. has agreed to pay $285 million to settle federal allegations that its broker-dealer subsidiary misled investors about a complex $1 billion mortgage investment that the company was secretly betting would fail

By Liz Skinner
ALTERNATIVES NOV 07, 2011
Real estate may need renovation but is still a good diversifier

Investors are skittish about real estate investments due to the beating that the sector has taken over the past few years, but alternative-investment managers say that real estate has some features that make it worth another look

By Lavonne Kuykendall
MUTUAL FUNDS NOV 07, 2011
SEC's floating-NAV proposal slowly sinking

Apparently, the GOP is not so keen on the SEC's plan to let the net asset value of money market funds drift, rather than remain at a constant $1 per share. Fund firms are no doubt happy to hear it.

By Jessica Toonkel
MUTUAL FUNDS NOV 07, 2011
Cash management that could crush money markets

Unless a 5-basis-point yield somehow sounds like a good deal, it might be time to start looking beyond the basic money market mutual fund

By MFXFeeder
Vanguard boss: Regulatory changes would kill off money funds
MUTUAL FUNDS NOV 07, 2011
Vanguard boss: Regulatory changes would kill off money funds

McNabb opposes excess capital requirements or floating rate NAV; 'will disappear'

By Bloomberg
Morningstar launches forward-looking fund ratings
MUTUAL FUNDS NOV 06, 2011
Morningstar launches forward-looking fund ratings

Morningstar Inc. has launched the first of its forward-looking mutual fund ratings for 350 U.S. funds, which it contends will help investors evaluate the fund's future performance.

By Lavonne Kuykendall
INDEPENDENT BROKER DEALERS NOV 06, 2011
UL reserve requirements catch eye of regulators

State regulators have signaled a push for recalculating reserve requirements on a certain type of universal-life insurance, a change that could lead to higher costs for policyholders, as well as fewer insurers' selling the product

By Darla Mercado
ETFS NOV 06, 2011
Future of financial transactions tax unclear

Legislation introduced last week that would impose a federal tax on financial transactions may be doomed as a stand-alone bill, but proponents say that it should be included in any broad deficit-reduction proposal

By Mark Schoeff Jr.
RIA NEWS NOV 04, 2011
Putnam stocks up on retail-mutual-fund wholesalers

Has hired six new external wholesalers, bringing its roster to 54, and it expects to have 60 by the end of the year.

By Darla Mercado
Pimco's Gross likes shorter-term bonds, dividend-producing stocks
FIXED INCOME NOV 04, 2011
Pimco's Gross likes shorter-term bonds, dividend-producing stocks

Pimco's Bill Gross said the additional easing programs hinted at by Federal Reserve officials will push yields on longer-term Treasuries higher

By Doug Cubberley