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David Lerner Associates sued over $6.8B in REITs
ALTERNATIVES JAN 31, 2012
David Lerner Associates sued over $6.8B in REITs

David Lerner Associates Inc. was sued today by investors who claimed it misstated the business model of Apple Real Estate Investment Trusts and misrepresented the value of shares and returns.

By Doug Cubberley
EMERGING MARKETS JAN 30, 2012
Emerging markets re-emerging as good bets

Just don't go overboard, say T. Rowe Price specialists

By Bloomberg
EQUITIES JAN 30, 2012
Rethinking risk: Market cycles - Are your portfolios prepared?

This white paper from Invesco explores why it's critical for advisers to prepare their clients for market cycles and periods of risk, and how investors can position their portfolios to hold up in any economic environment.

By Mark Bruno
FIXED INCOME JAN 30, 2012
For munis, another bright year seen after surprisingly strong 2011

What a difference a year makes. Twelve months ago, banking analyst Meredith Whitney predicted that 2011 would bring “hundreds of billions of dollars” of municipal bond defaults due to intense fiscal stress on states and local governments.

By Liz Skinner
U.S. home prices to fall through 2012: Survey
ALTERNATIVES JAN 30, 2012
U.S. home prices to fall through 2012: Survey

U.S. home prices will continue to decline through late 2012 or early 2013 as negative equity and weak job growth hinder a real estate recovery, according to a survey by Zillow Inc.

By Doug Cubberley
RETIREMENT PLANNING JAN 30, 2012
How Mesirow used worker incentives to promote wellness

When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.

By H. Lee Murphy
ALTERNATIVES JAN 30, 2012
Credit Suisse eying Mesirow's $11B hedge fund unit

Credit Suisse Group AG is talking with Mesirow Financial Inc on the possibility of buying the firm's hedge fund investing unit, according to published reports.

By Bloomberg
INDEPENDENT BROKER DEALERS JAN 29, 2012
Insurance companies take a step back

By Bloomberg
EQUITIES JAN 29, 2012
Challenges abound

By MFXFeeder
MUTUAL FUNDS JAN 27, 2012
New funds add yield

By Jason Kephart
Trust preferreds tempt investors with junklike yields
FIXED INCOME JAN 27, 2012
Trust preferreds tempt investors with junklike yields

Investors reaching for yield are finding it in an unlikely place: battered financial companies.

By Doug Cubberley
In hunt for dividends, small-caps offer big surprise
EQUITIES JAN 26, 2012
In hunt for dividends, small-caps offer big surprise

Plenty of less sizable businesses make substantial payouts to shareholders, says Heartland fund manager

By Jeff Benjamin
These three companies are dividend superstars
EQUITIES JAN 26, 2012
These three companies are dividend superstars

When it comes to shareholder payouts, a trio of businesses stand out, says Goldman PM Troy Shaver

By Jeff Benjamin
'Lousy year' ahead for Treasuries, warns Wells
FIXED INCOME JAN 26, 2012
'Lousy year' ahead for Treasuries, warns Wells

Stock rally to cut into bond yields, Wells Capital predicts; time to overweight equities

By John Goff
LIFE INSURANCE AND ANNUITIES JAN 26, 2012
Former E*Trade CEO leads management buyout of Jefferson

By Bloomberg
New York Life splits life insurance, investment operations
LIFE INSURANCE AND ANNUITIES JAN 26, 2012
New York Life splits life insurance, investment operations

Annuities to be slotted under the latter; retirement income boss Chris Blunt to oversee insurance

By Darla Mercado
Why hanging on to your older fixed annuity is a solid bet
LIFE INSURANCE AND ANNUITIES JAN 26, 2012
Why hanging on to your older fixed annuity is a solid bet

Older fixed annuities, ones that hold 3% guaranteed minimum rates, are looking pretty attractive right now

By Darla Mercado
Schwarzman backs Romney as Wall Street shuns Obama
RETIREMENT PLANNING JAN 26, 2012
Schwarzman backs Romney as Wall Street shuns Obama

Stephen Schwarzman, chairman of the Blackstone Group LP, will host a fundraiser for Mitt Romney next month as like-minded donors turn their backs on President Obama.

By Doug Cubberley
MUTUAL FUNDS JAN 26, 2012
The 50 mutual funds with the largest estimated net outflows in 2011

Funds ranked by net outflows, and include total assets and outflows as a percentage of total assets.

By Mark Bruno
Supreme Court blocks market-timing lawsuit against Janus
MUTUAL FUNDS JAN 26, 2012
Supreme Court blocks market-timing lawsuit against Janus

The Supreme Court today ruled in favor of the mutual fund industry in a case involving responsibility for statements made in prospectuses. A big deal? SIFMA said a decision for the plaintiffis would have caused 'crippling uncertainty' in the securities market.

By Bloomberg