Investing

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Disastrous bond rout just up the road, experts warn
RETIREMENT PLANNING OCT 04, 2011
Disastrous bond rout just up the road, experts warn

Even a puny rise in interest rates will slam current holders of U.S. debt; inflationary shock 'a high probability'

By John Goff
MUTUAL FUNDS OCT 04, 2011
Fund investors throw in towel

Mutual fund investors are running for cover

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES OCT 04, 2011
Variable annuities selling at fever pitch

Investors, attracted by the allure of guarantees, gobbled up variable annuities during the second quarter, placing some insurers on pace to beat estimates and bringing broker-dealers closer to pre-crisis VA sales levels

By Darla Mercado
More options make alpha bets easier
ALTERNATIVES OCT 03, 2011
More options make alpha bets easier

As the mutual fund industry continues to migrate toward the alternatives space, financial advisers might find individual fund selection among the more challenging parts of their job.

By Jeff Benjamin
FIXED INCOME OCT 03, 2011
Bet on Bernanke's producing 'monster' gains

By Bloomberg
MUTUAL FUNDS OCT 03, 2011
Growth Fund of America flags as U.S. standard-bearer

By Bloomberg
ALTERNATIVES OCT 03, 2011
Finra plan aims to bring nontraded-REIT pricing up to par

By Bruce Kelly
LIFE INSURANCE AND ANNUITIES OCT 03, 2011
Jackson National Life Insurance is No. 1 in adviser satisfaction

Financial advisers are stuck on Jackson National Life Insurance Co.'s variable annuities

By Darla Mercado
Emerging-markets funds suddenly 'very very cheap'
EMERGING MARKETS OCT 03, 2011
Emerging-markets funds suddenly 'very very cheap'

Battered in the past week, with $7B yanked from equity funds; history on investors' side

By John Goff
Now is not the time to be stock-shy: Cetera strategist
EQUITIES OCT 03, 2011
Now is not the time to be stock-shy: Cetera strategist

By Jeff Benjamin
Automatic enrollment reduces savings disparity among ethnicities
RETIREMENT PLANNING OCT 02, 2011
Automatic enrollment reduces savings disparity among ethnicities

By Darla Mercado
When talking to clients about annuities, think about demographics, says Allianz exec
RETIREMENT PLANNING OCT 02, 2011
When talking to clients about annuities, think about demographics, says Allianz exec

Advisers hoping to broach the topic of annuities with clients ought to step back from product features and focus on the greater context of longevity protection.

By Darla Mercado
RETIREMENT PLANNING OCT 02, 2011
Boomers ignorant about Medicare

By Lavonne Kuykendall
Vanguard throws very big hat into small-pension-plan ring
RETIREMENT PLANNING SEP 30, 2011
Vanguard throws very big hat into small-pension-plan ring

Index giant looks to break insurers' domination of bundled-plan space; 'last bastion' for carriers

By Darla Mercado
RETIREMENT PLANNING SEP 30, 2011
BlackRock's indexed target date funds aim at Vanguard, Fidelity

BlackRock Inc. may be touting its new indexed target date series, but it will face some tough competition from established players in the market.

By Darla Mercado
Challenges are ahead for variable annuity sales: Cerulli
LIFE INSURANCE AND ANNUITIES SEP 30, 2011
Challenges are ahead for variable annuity sales: Cerulli

Carriers think VAs are an attractive area for growth, but the product line faces some hurdles that may dampen sales.

By Darla Mercado
ALTERNATIVES SEP 29, 2011
Faster pricing of nontraded REITs sought

Finra is putting the finishing touches on a rule proposal that would shorten the amount of time available to broker-dealers to come up with estimated valuation of a nontraded REIT

By Bruce Kelly
FIXED INCOME SEP 29, 2011
SEC expected to backtrack on muni rules

Industry observers think the Securities and Exchange Commission will have to backtrack on a proposal to increase the number of people regulated as municipal advisers

By Dan Jamieson
ALTERNATIVES SEP 29, 2011
A new breed of nontraded REITs

By Bruce Kelly
ALTERNATIVES SEP 29, 2011
REITs could come into crosshairs of Obama tax hike

The REIT industry is guarding against a potential proposal from the Obama administration that would impose new taxes on partnerships and similar companies with more than $50 million in gross receipts that are currently exempt from corporate income tax.

By Doug Cubberley