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Are your tax-free munis legit? The IRS wants to know
RETIREMENT PLANNING SEP 23, 2011
Are your tax-free munis legit? The IRS wants to know

Agency to begin collecting data on municipal bonds from MSRB; has authority to nix tax break

By John Goff
RETIREMENT PLANNING SEP 23, 2011
Whitney's flood of muni defaults more like a drip

By John Goff
Bet on Bernanke producing 'monster' gains
RETIREMENT PLANNING SEP 23, 2011
Bet on Bernanke producing 'monster' gains

Ten-year Treasuries up 28% this year as fed head has managed to keep consumer prices in check

By John Goff
Judge upholds ex-agent's misrepresentation claims in Allstate suit
LIFE INSURANCE AND ANNUITIES SEP 22, 2011
Judge upholds ex-agent's misrepresentation claims in Allstate suit

A federal judge agreed with a 28-year veteran agent that he was muscled out of his book of business by The Allstate Corp.

By Darla Mercado
MUTUAL FUNDS SEP 22, 2011
Determining winners, losers from Fed's next move

No matter what the Federal Reserve does to jump-start the stalled economy — and no matter what that effort is called — financial advisers should anticipate more downward pressure on interest rates

By Jeff Benjamin
Obama speech recognizes hurdles for first time: Pimco's El-Erian
FIXED INCOME SEP 22, 2011
Obama speech recognizes hurdles for first time: Pimco's El-Erian

Pacific Investment Management Co.'s Mohamed El-Erian said President Barack Obama is moving for the first time to “get ahead” of U.S. economic challenges because the Federal Reserve is unable to revive employment on its own.

By Doug Cubberley
MSRB floats tough new rules for advisers in the muni market
RETIREMENT PLANNING SEP 22, 2011
MSRB floats tough new rules for advisers in the muni market

Regulator aims to impose fiduciary standard, compensation limits in bid to eliminate conflicts of interest

By Liz Skinner
Submerging emerging markets set for big rally — and soon
EMERGING MARKETS SEP 21, 2011
Submerging emerging markets set for big rally — and soon

Asset managers telling clients to pounce with BRICs and others down 35% from 15-year average

By John Goff
Morgan Stanley offers eye-opening prediction about emerging markets
EMERGING MARKETS SEP 21, 2011
Morgan Stanley offers eye-opening prediction about emerging markets

Analysts sees nearly 40% return by end of 2012; soft landing in China the key

By John Goff
Rydex gung-ho on China, launches renminbi fund
EMERGING MARKETS SEP 21, 2011
Rydex gung-ho on China, launches renminbi fund

Latest currency ETF from fund firm

By Jeff Benjamin
ETFS SEP 21, 2011
<font color=red> At Morningstar </font> Clients eager to use ETFs — but don't understand them

Survey reveals real interest in purchasing exchange-traded funds and real ignorance about exchange-traded funds

By Bloomberg
<font color=red>At Morningstar</font> ETF managed portfolios to get ratings system
ETFS SEP 21, 2011
<font color=red>At Morningstar</font> ETF managed portfolios to get ratings system

By Bloomberg
<font color=red>At Morningstar</font> Advisers in need of some ETF schooling: Panel
ETFS SEP 21, 2011
<font color=red>At Morningstar</font> Advisers in need of some ETF schooling: Panel

Financial advisers a bit lost as exchange-traded funds evolve; more changes to come, too

By Bloomberg
ETFS SEP 21, 2011
Commodity ETFs boosting correlation between raw materials, stocks

By Jeff Benjamin
ALTERNATIVES SEP 21, 2011
Guide to understanding direct investments

This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.

By Mark Bruno
EMERGING MARKETS SEP 21, 2011
'Pain for progress': Pan-euro bonds inevitable

Unofficial proposals to create government debt backed by the entire 17-member eurozone would produce a massive bond market, similar in size, liquidity and quality to the $7.3 trillion U.S. Treasury market

By Drew Carter
EQUITIES SEP 21, 2011
Gross favors investments outside U.S., Europe

The global economic crisis is leading to a possible “developed economy” recession in Europe and the United States that may be hard to alleviate, according to Pacific Investment Management Co. LLC's Bill Gross

By Bloomberg
ALTERNATIVES SEP 21, 2011
ETF providers amend filings to assuage SEC's concerns

Firms set to offer active funds promise not to use derivatives

By Jessica Toonkel
Irene's cost: Insurers face estimated $2.6B tab
LIFE INSURANCE AND ANNUITIES SEP 16, 2011
Irene's cost: Insurers face estimated $2.6B tab

Hurricane Irene's estimated cost to insurers fell to about $2.6 billion in the U.S. as the storm lost strength en route to New York.

By Mark Bruno
LIFE INSURANCE AND ANNUITIES SEP 16, 2011
Ex-Allstate agent sues for $15M, alleges he was forced out

Veteran insurance agent Paul A. Mattus has filed suit against The Allstate Corp., claiming that the carrier muscled him out of his book of business and passed it on to a newer, younger agent

By Darla Mercado