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RETIREMENT PLANNING MAY 14, 2012
Health care costs, planning take on more importance

By AOSTERLAND
RETIREMENT PLANNING MAY 14, 2012
Longevity insurance faces hurdles to become a retirement option

By Darla Mercado
RETIREMENT PLANNING MAY 14, 2012
Making the case for annuities

By Darla Mercado
EQUITIES MAY 14, 2012
Ex-NFL star Willie Gault accused of stock-pumping fraud

Former olympian, NFL star Willie Gault has been accused by the SEC of taking part in a scheme to artificially inflate the stock of a medical-device company that he managed.

By Doug Cubberley
EMERGING MARKETS MAY 13, 2012
Financial advisers are eyeing the next investment frontier

By JKEPHART
LIFE INSURANCE AND ANNUITIES MAY 13, 2012
VA surrenders jumped after Hartford bowed out

By Darla Mercado
MUTUAL FUNDS MAY 13, 2012
Loan funds lure those willing to trade risk for yield

By Bloomberg
EQUITIES MAY 13, 2012
Market's hot streak turns cool on European woes, JPM loss

By Jeff Benjamin
Retail money fund deposits fall as investors go to online banks, insurers
MUTUAL FUNDS MAY 11, 2012
Retail money fund deposits fall as investors go to online banks, insurers

Advisers seeking higher yields than money markets can offer

By Liz Skinner
EQUITIES MAY 11, 2012
Reasons to be bullish on J.P. Morgan, energy

Ed Cowart, portfolio co-manager of equity income and value strategies at Eagle Asset Management, the $19.5-billion asset management unit of Raymond James, offers up his thoughts on a few market sectors that are catching his eye.

By Paul Menchaca
Credit Suisse launches alt index fund
MUTUAL FUNDS MAY 10, 2012
Credit Suisse launches alt index fund

New fund designed to offer the risk/return portfolio of the hedge fund industry; 'portfolio completer'

By JKEPHART
FIXED INCOME MAY 10, 2012
Global bonds: Avoiding unintended consequences

By Bloomberg
MUTUAL FUNDS MAY 10, 2012
Stage set for rally in municipal bonds

By JKEPHART
Advisers short-sighted about long-term care
RETIREMENT PLANNING MAY 10, 2012
Advisers short-sighted about long-term care

Don't see the ripple effect on other retirement assets, says Harley Gordon; often don't even know how to raise the subject

By Darla Mercado
Elderly investors bilked in annuities scam to get bubkes
RETIREMENT PLANNING MAY 10, 2012
Elderly investors bilked in annuities scam to get bubkes

Investors ensnared in a $7 million scam involving so-called “private annuities” will be getting back only a sliver of their original investment.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAY 10, 2012
Long-term-care insurance may go way of the dinosaur

By Darla Mercado
RETIREMENT PLANNING MAY 10, 2012
Fighting for market share in the LTC business

A handful of publicly held life insurers dominate the market for traditional long-term-care insurance, but mutual life insurers are beginning to make inroads with agents and financial advisers.

By Darla Mercado
Morningstar: Not enough disclosure in target date disclosure
MUTUAL FUNDS MAY 09, 2012
Morningstar: Not enough disclosure in target date disclosure

Fund researcher tells SEC that plan participants don't have access to vital information; what's the glide path?

By Darla Mercado
Faber sees 1987-like crash if U.S. stocks rally without QE3
EQUITIES MAY 09, 2012
Faber sees 1987-like crash if U.S. stocks rally without QE3

U.S. stocks may plunge in the second half of the year “like in 1987” if the Standard & Poor's 500 Index climbs without further stimulus from the Federal Reserve

By Doug Cubberley
LIFE INSURANCE AND ANNUITIES MAY 09, 2012
Advisers shortsighted about long-term care

By Darla Mercado