Investing

Displaying 16198 results
Deferral denial? Annuity tax alteration would wound middle class
LIFE INSURANCE AND ANNUITIES MAR 02, 2011
Deferral denial? Annuity tax alteration would wound middle class

IRI report is pre-emptive strike against possible tax change

By Mark Schoeff Jr.
Should IPOs be treated like a separate asset class?
EQUITIES MAR 02, 2011
Should IPOs be treated like a separate asset class?

There is renewed life and strong momentum in the IPO market, but investors should not ignore some fundamental realities and patterns that newly public stocks tend to follow, according to Josef Schuster, manager of the Direxion Long/Short Global IPO Fund Ticker:(DXIIX).

By Bloomberg
IN's Cooper: When Facebook will go public
EQUITIES MAR 02, 2011
IN's Cooper: When Facebook will go public

When will Mark Zuckerberg be ringing the bell as investors clamor for his company's stock? <i>InvestmentNews'</i> Evan Cooper has an idea.

By Bloomberg
LPL's Kleintop: Markets 'may hit the ceiling'
EQUITIES MAR 01, 2011
LPL's Kleintop: Markets 'may hit the ceiling'

<i>The following is the weekly commentary of Jeffrey Kleintop, chief market strategist at LPL Financial, for the week of February 28, 2011. For more, <a href=http://lplfinancial.lpl.com/Documents/ResearchPublications/Weekly_Market_Commentary.pdf> click here.</a></i>

By Mark Bruno
LIFE INSURANCE AND ANNUITIES MAR 01, 2011
Insurers likely to sweeten indexed annuities

Higher interest rates are likely to result in insurers' sweetening their fixed-indexed-annuity offerings this year as they try to catch a wave of renewed investor interest

By Bloomberg
MUTUAL FUNDS MAR 01, 2011
Suddenly, bank loan funds draw plenty of interest

Scott Page, who has managed the top-performing bank loan fund over the past five years, said that the debt is still attractive, even after a two-year rally

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 01, 2011
Obama takes tax whack at insurers

Corporate-owned life insurance is on the chopping block as President Barack Obama releases his 2012 budget

By Darla Mercado
EQUITIES MAR 01, 2011
John Hussman: Markets 'overvalued, overbought, overbullish'

Economic pressures are still negative, and sentiment is once again bullish enough to define an &quot;overvalued, overbought, overbullish&quot; condition.

By John Hussman
LIFE INSURANCE AND ANNUITIES MAR 01, 2011
Suit: Prudential made $500M off vets' death-benefit money

Lawsuit claims insurer profited mightily off retained-asset accounts; lump-sum payment or not?

By Bloomberg
MUTUAL FUNDS MAR 01, 2011
Guggenheim launches new Transparent Value funds

The three Transparent Value offerings based upon the Dow Jones RBP directional indexes include a U.S. large-cap aggressive index fund, a U.S. large-cap defensive index fund, and a U.S. large-cap market index fund

By InvestmentNews Staff
ETFS MAR 01, 2011
Guggenheim adds to collection, snaps up Securities Benefit in latest acquisition

Guggenheim Partners LLC, an investment firm founded by the famous family for which it is named, announced today it is acquiring Security Benefit Corp. &#8212; and with it Rydex SGI.

By Bloomberg
'Savage bear market' for Treasuries possible: Goldman's O'Neill
FIXED INCOME FEB 28, 2011
'Savage bear market' for Treasuries possible: Goldman's O'Neill

Asset management boss warns that a 1994-style rout could happen -- if Fed changes monetary policy

By John Goff
FIXED INCOME FEB 28, 2011
TIPS at a tipping point? Traders say yes

There has been no better place in the U.S. government bond market since 2008 than in debt that protects against faster inflation

By John Goff
LIFE INSURANCE AND ANNUITIES FEB 28, 2011
Pru's pared-down VA has some advisers grumbling

Growth on protected value cut back; company cites low interest rates

By Darla Mercado
Genworth bows out of variable annuity business
LIFE INSURANCE AND ANNUITIES FEB 28, 2011
Genworth bows out of variable annuity business

Genworth Financial Inc.is exiting the variable annuities market.

By Darla Mercado
RIA NEWS FEB 27, 2011
All for one

Bring on the fiduciary standard. In a recent InvestmentNews survey of almost 600 advisers, registered reps, financial planners, insurance agents and others, 69.2% said that they agree with the SEC's staff recommendation that any financial professional giving personalized investment advice be deemed a fiduciary

By Bruce Kelly
Other than the 'I', BRICs a great second-half play: BlackRock
EMERGING MARKETS FEB 25, 2011
Other than the 'I', BRICs a great second-half play: BlackRock

Russ Koesterich says emerging markets will reemerge as good bets in the second half of the year; pass on India, however

By John Goff
LIFE INSURANCE AND ANNUITIES FEB 25, 2011
B-Ds sue insurers over coverage caps

Three independent broker-dealers are suing their respective insurance carriers for failing to cover investors' legal claims, with one charging that its insurer has exposed it to &#8220;financial ruin&#8221;

By Bruce Kelly
Private deals at top of Finra's hit list
ALTERNATIVES FEB 25, 2011
Private deals at top of Finra's hit list

In the wake of some highly publicized private-placement offerings that went sour, the regulator's head of enforcement says the SRO aims to crack down on Reg D deals and non-traded REITs.

By Bruce Kelly
Bondholders getting 'skunked' by Fed: Gross
FIXED INCOME FEB 24, 2011
Bondholders getting 'skunked' by Fed: Gross

Bill Gross of Pimco doesn't mince words when it comes to the Federal Reserve's stranglehold on interest rates. According to the bond king's latest report, the Fed's efforts to hold yields at historic lows is 'an abdication of responsibility.'

By John Goff