Investing

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ALTERNATIVES NOV 07, 2011
Real estate may need renovation but is still a good diversifier

Investors are skittish about real estate investments due to the beating that the sector has taken over the past few years, but alternative-investment managers say that real estate has some features that make it worth another look

By Lavonne Kuykendall
MUTUAL FUNDS NOV 07, 2011
SEC's floating-NAV proposal slowly sinking

Apparently, the GOP is not so keen on the SEC's plan to let the net asset value of money market funds drift, rather than remain at a constant $1 per share. Fund firms are no doubt happy to hear it.

By Jessica Toonkel
MUTUAL FUNDS NOV 07, 2011
Cash management that could crush money markets

Unless a 5-basis-point yield somehow sounds like a good deal, it might be time to start looking beyond the basic money market mutual fund

By MFXFeeder
Vanguard boss: Regulatory changes would kill off money funds
MUTUAL FUNDS NOV 07, 2011
Vanguard boss: Regulatory changes would kill off money funds

McNabb opposes excess capital requirements or floating rate NAV; 'will disappear'

By Bloomberg
Morningstar launches forward-looking fund ratings
MUTUAL FUNDS NOV 06, 2011
Morningstar launches forward-looking fund ratings

Morningstar Inc. has launched the first of its forward-looking mutual fund ratings for 350 U.S. funds, which it contends will help investors evaluate the fund's future performance.

By Lavonne Kuykendall
INDEPENDENT BROKER DEALERS NOV 06, 2011
UL reserve requirements catch eye of regulators

State regulators have signaled a push for recalculating reserve requirements on a certain type of universal-life insurance, a change that could lead to higher costs for policyholders, as well as fewer insurers' selling the product

By Darla Mercado
ETFS NOV 06, 2011
Future of financial transactions tax unclear

Legislation introduced last week that would impose a federal tax on financial transactions may be doomed as a stand-alone bill, but proponents say that it should be included in any broad deficit-reduction proposal

By Mark Schoeff Jr.
MUTUAL FUNDS NOV 04, 2011
Putnam stocks up on retail-mutual-fund wholesalers

Has hired six new external wholesalers, bringing its roster to 54, and it expects to have 60 by the end of the year.

By Darla Mercado
Pimco's Gross likes shorter-term bonds, dividend-producing stocks
FIXED INCOME NOV 04, 2011
Pimco's Gross likes shorter-term bonds, dividend-producing stocks

Pimco's Bill Gross said the additional easing programs hinted at by Federal Reserve officials will push yields on longer-term Treasuries higher

By Doug Cubberley
Obama targets muni bond tax exemption for those earning over $200K
FIXED INCOME NOV 04, 2011
Obama targets muni bond tax exemption for those earning over $200K

Earn over $200,000? If so, President Obama's proposed cut to the municipal bond tax exemption could hit your wallet hard.

By Doug Cubberley
MUTUAL FUNDS NOV 04, 2011
New commander at Magellan after Fidelity dumps Lange

Fidelity Investments has named Jeffrey S. Feingold to run the $17.4 billion Magellan Fund, replacing Harry Lange, who oversaw a two-thirds decline in assets in what was once the largest U.S. mutual fund

By Bloomberg
Bam! President kicks it up a notch, goes after muni tax break
RETIREMENT PLANNING NOV 04, 2011
Bam! President kicks it up a notch, goes after muni tax break

White House seeks to limit interest income that can be sheltered; states, cities already lining up against proposal

By John Goff
PRACTICE MANAGEMENT NOV 04, 2011
Putnam to kick off NFL season with Patriots partnership

Now that the National Football League's lockout is history, Putnam Investments has teamed up with the New England Patriots in a new marketing arrangement.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES NOV 03, 2011
Insurance watchdog seeks comments on systemic risk

The Treasury Department's Federal Insurance Office last week said that it is looking for public comments focusing specifically on systemic risk as part of a report on modernizing insurance regulations

By Darla Mercado
LIFE INSURANCE AND ANNUITIES NOV 03, 2011
Wirehouses warming to indexed annuities

In what seems to be an about-face, wirehouses are embracing fixed indexed annuities, which offer investors a guaranteed-minimum return and the opportunity to partake in stock market gains

By Darla Mercado
ALTERNATIVES NOV 03, 2011
Indies cut back on some REITs to lessen risk

As sponsors of nontraded real estate investment trusts continue their full-court press on sales, some independent broker-dealers are dialing back their level of risk and have cut back, or are considering reducing, the number of REIT products they allow their representatives to sell

By Bruce Kelly
ETFS NOV 02, 2011
Three reasons the recent rally will continue: iShares

First, and most important, a large part of the late summer sell-off was precipitated by a growing belief that the United States and the global economy were about to enter another recession.

By Russ Koesterich
ALTERNATIVES NOV 01, 2011
Family offices big on hedge funds, survey finds

Apparently, hedge funds are a hit with financial advisers who run family offices

By John Goff
EQUITIES OCT 31, 2011
Franklin Templeton: Is global the new core?

By Mark Bruno
EQUITIES OCT 31, 2011
The tea leaves say 'sell,' portfolio manager says

Frank A. Barbera Jr., co-portfolio manager of the Sierra Core Retirement Fund, tracks a staggering number of jobs reports and other economic indicators

By Lavonne Kuykendall