Investing

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New Jackson National VA does away with living benefits
RETIREMENT PLANNING MAY 31, 2012
New Jackson National VA does away with living benefits

Insurer turns focus to tax deferral, alt investments and fee-based advisers

By Darla Mercado
ALTERNATIVES MAY 30, 2012
DeWaay gets reprieve from Iowa court

By AOSTERLAND
EQUITIES MAY 29, 2012
Merrill: Opportunities abound in German equities

By Paul Menchaca
Supergrowth for model ETFs — but advisers behind the curve
ETFS MAY 29, 2012
Supergrowth for model ETFs — but advisers behind the curve

Massive increase in assets since 2008; more complicated offerings cow some

By JKEPHART
EQUITIES MAY 29, 2012
Dividend-paying stocks pay yet another dividend: Price increases

By Jeff Benjamin
EMERGING MARKETS MAY 29, 2012
Reports: German adviser kidnapped, beaten by unhappy elderly clients

Lousy investment performance apparently drove four clients of a financial adviser in Speyer, Germany, to kidnap the adviser and torture him for four days last week, according to published reports.

By Jeff Benjamin
EQUITIES MAY 27, 2012
Niche practice offers shield for advisers

By LKUYKENDALL
ETFS MAY 25, 2012
Why investors should look at domestic ETFs

By Todd Rosenbluth
Agent in church life-insurance flap: Parishioners were instructed to lie to Aviva
LIFE INSURANCE AND ANNUITIES MAY 25, 2012
Agent in church life-insurance flap: Parishioners were instructed to lie to Aviva

Claims agents coached them to tell insurer they were paying for policy premiums when outside parties actually did so

By Darla Mercado
Life agents accuse Aviva of 'unclean hands' in unholy Stoli mess
LIFE INSURANCE AND ANNUITIES MAY 25, 2012
Life agents accuse Aviva of 'unclean hands' in unholy Stoli mess

In March, Aviva sued six life insurance agents over Stoli policies sold to 119 members of a church in Los Angeles. Now, those agents have fired back, claiming the carrier consented to the offer of the coverage.

By Darla Mercado
MUTUAL FUNDS MAY 24, 2012
In 'The Long Run' with dividend-paying stocks

By Invesco
Investors loading up on no-load funds: Report
MUTUAL FUNDS MAY 24, 2012
Investors loading up on no-load funds: Report

Sales flourishing; meanwhile funds with upfront charges seeing mass exodus

By JKEPHART
ALTERNATIVES MAY 23, 2012
Most post-IPO/merger nontraded REITs lag: Study

A new study shows that most post-IPO/merger nontraded REITs over the past two decades have badly lagged industry benchmarks. The reason? Hefty fees.

By Bruce Kelly
Jackson National to buy Swiss Re's U.S. life business
RETIREMENT PLANNING MAY 23, 2012
Jackson National to buy Swiss Re's U.S. life business

Jackson National Life Insurance Co. will pay $621 million in cash for the life insurance assets of Swiss Re Group's American division

By Liz Skinner
Jefferson National latest to add more alternatives to VA
ALTERNATIVES MAY 23, 2012
Jefferson National latest to add more alternatives to VA

Jefferson National Life Insurance Co. has bolstered its roster of alternative-investment offerings

By Darla Mercado
This state's muni debt the best bet
FIXED INCOME MAY 23, 2012
This state's muni debt the best bet

Returns on Colorado bonds up 5.1% in 2012; economic turnaround the key

By John Goff
Hartford reports pick up in VA surrender rate
RETIREMENT PLANNING MAY 23, 2012
Hartford reports pick up in VA surrender rate

In-force VA block lapse rate jumped by nearly 50% after Hartford announced it would leave annuity biz; many contracts in the money

By Darla Mercado
Forethought at forefront as RJ pulls plug on Hartford annuities
RETIREMENT PLANNING MAY 23, 2012
Forethought at forefront as RJ pulls plug on Hartford annuities

Company not prepared to put annuities manufacturer on its platform

By Darla Mercado
RETIREMENT PLANNING MAY 23, 2012
MetLife to pay $500M to settle death benefit probe

Multistate settlement follows review on whether companies were holding funds that should go to beneficiaries.

By Bloomberg
Security Benefit CFO: 'We're open to L.A. Dodgers investment'
LIFE INSURANCE AND ANNUITIES MAY 23, 2012
Security Benefit CFO: 'We're open to L.A. Dodgers investment'

Guggenheim's purchase of the Dodgers to close April 30, reportedly insurers will be tapped

By Darla Mercado