Investing

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Why health insurance is now like a box of Wheaties
RETIREMENT PLANNING MAY 17, 2011
Why health insurance is now like a box of Wheaties

Truth-in-labeling law comes to medical insurance biz; 'plain English'

By John Goff
RETIREMENT PLANNING MAY 17, 2011
Insurers getting plenty of mileage out of LTC hybrids

Combination life and long-term care polices are gaining serious traction in the marketplace. One for-instance: Sales for Lincoln National's MoneyGuard are up 62 percent over the past year.

By John Goff
LIFE INSURANCE AND ANNUITIES MAY 17, 2011
Notes from NAPFA

By John Goff
No such thing as home-court advantage for investors
EMERGING MARKETS MAY 17, 2011
No such thing as home-court advantage for investors

Home bias 'alive and well' nonetheless, says Accuvest's Garff; game plan flawed

By Caitlin Mollison
FIXED INCOME MAY 17, 2011
Pimco, others leaping at chance to jump on yuan

Pimco and other investors are boosting holdings of yuan-denominated assets as debt crises worsen in the U.S., Europe and Japan

By Bloomberg
Janus: We are 'not a target' in insider trading probe
MUTUAL FUNDS MAY 17, 2011
Janus: We are 'not a target' in insider trading probe

Janus Capital Group Inc. has issued a statement clarifying that it isn't a target in the current insider trading probe, despite having <a href= http://www.investmentnews.com/article/20101124/FREE/101129976>received a subpoena last week as part of the investigation</a>.

By Bloomberg
MUTUAL FUNDS MAY 17, 2011
Advisers in holding pattern with Wellington, Janus Funds: IN Poll

More than one-third of financial advisers surveyed are holding off on investing in any funds managed by Wellington Capital Management and Janus Capital Group Inc. until they are cleared of any wrongdoing in a recent insider-trading probe, according to an online survey conducted this week by InvestmentNews.

By Jessica Toonkel
MUTUAL FUNDS MAY 17, 2011
Mutual fund ties to insider probe may exacerbate withdrawals

Mutual funds' ties to so-called expert networks that have been probed as part of an insider trading investigation may undermine efforts by the industry to stem three years of client withdrawals from stock funds.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 17, 2011
No more regs needed for STATs: B-D exec

Unlike its life insurance counterpart, STATs also have the assumed liability of the broker-dealer writing such business

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAY 17, 2011
STOLI on the rocks

Trade associations representing the life insurance industry and agents today applauded New York's passage of life settlement legislation.

By Darla Mercado
Friend of Rahm: PFM Group buys rival from new Chicago finance chief
RIA NEWS MAY 16, 2011
Friend of Rahm: PFM Group buys rival from new Chicago finance chief

PFM Group, owner of the largest investment adviser in the U.S. municipal bond market, bought a smaller competitor co-owned by Lois Scott, Chicago Mayor Rahm Emanuel's new chief financial officer.

By Bloomberg
MUTUAL FUNDS MAY 16, 2011
Money funds' NAV should float: FDIC head

Federal Deposit Insurance Corp. Chairman Sheila Bair considers money market mutual funds &#8220;destabilizing&#8221; to the financial system and thinks investors would be served just as well if share prices floated

By Bloomberg
EQUITIES MAY 15, 2011
Prima Capital's Nathan Behan: First-quarter commentary

Nathan Behan, a senior investment analyst at Prima Capital Holdings, outlines some key recent and long-term trends in the markets in an economic report and analysis on the first quarter

By MFXFeeder
MUTUAL FUNDS MAY 15, 2011
New strategy for finding top-performing mutual fund managers

Because past performance is no guarantee &#8212; or even an indication &#8212; of future results, it would make sense to pick a fund on criteria other than past performance

By MFXFeeder
ALTERNATIVES MAY 15, 2011
Pay-for-performance change by SEC could cost advisers

An SEC rule proposal that would raise the net-worth thresholds at which advisers would be allowed to charge performance-based fees would likely cut into the bottom lines of smaller hedge funds, private-equity firms and some registered investment advisers

By Liz Skinner
LIFE INSURANCE AND ANNUITIES MAY 15, 2011
Judge kills Pru motion to toss death benefit suits

A Massachusetts federal court judge has quashed a motion by Prudential Insurance Co. of America to dismiss a lawsuit alleging that the insurer had wrongfully held on to veterans' death benefits instead of paying them out in a lump sum

By Darla Mercado
ALTERNATIVES MAY 13, 2011
Wallflowers no more, individual investors are demanding more alternative strategies

The search for new sources of retirement income and exposure to investments that don't correlate with traditional asset classes has brought about new product innovations &#8212; many of them sparked by individual investors' wanting to invest like institutions

By Darla Mercado
Investors missing the 'party' overseas: David Winters
EMERGING MARKETS MAY 13, 2011
Investors missing the 'party' overseas: David Winters

Boss of Wintergreen, along with First Eagle's McLennnan, stuffing portfolios with overseas holdings; 'amazing opportunity'

By Lavonne Kuykendall
ALTERNATIVES MAY 13, 2011
Alternative investments take the sting out of the market

Retirees need some equities exposure, but they also must hedge their bets

By Jeff Benjamin
Boat's sailed on QE2 – and these three bond funds should gain
RETIREMENT PLANNING MAY 13, 2011
Boat's sailed on QE2 – and these three bond funds should gain

The Fed Reserve's quantitative easing is finally about to end. S&amp;P analyst Michael Souers says this could be a real a boost for Treasuries with less lengthy maturities. Retirees, take note.

By Jeff Benjamin