Investing

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FIXED INCOME FEB 14, 2011
Vanguard's tweet on munis

By Jessica Toonkel
LIFE INSURANCE AND ANNUITIES FEB 13, 2011
All-ETF variable annuity gives W&S a hedge edge: Moody's

Western & Southern Financial Group Inc.'s decision to base its variable annuity investment options on exchange-traded funds is a positive for the insurer, allowing it to better manage market risk tied to the products, according to Moody's Investors Service.

By Bloomberg
RIA NEWS FEB 13, 2011
Taking off the glitz

To make their variable annuities more attractive, insurers revved up living-benefit features last year

By Darla Mercado
LIFE INSURANCE AND ANNUITIES FEB 13, 2011
Another insurer bows out of LTC insurance sales

Does anyone want to write long-term-care insurance policies anymore?

By Darla Mercado
LIFE INSURANCE AND ANNUITIES FEB 13, 2011
Special report: Variable annuities

To make their variable annuities more attractive, insurers revved up living-benefit features last year. This year, some top VA sellers are hitting the brakes and trimming benefits.

By Mark Bruno
EMERGING MARKETS FEB 13, 2011
Concern about Egypt

Cumberland Advisors, which manages $1.5 billion in separately managed accounts, has shifted its portfolio to 20% cash — the highest that it has been since early 2008, over fears related to the situation in Egypt

By Jessica Toonkel
RIA NEWS FEB 13, 2011
Hard to understand

Summary prospectuses for variable annuities are supposed to help consumers make informed decisions about buying these complicated investments

By Liz Skinner
MUTUAL FUNDS FEB 13, 2011
Comeback kid? Bill Miller vaults to top of fund heap

Equities that fell furthest last year are surging the most in a decade, reversing the fortunes of mutual funds and signaling that developed countries, banks and Asian exporters will extend the global rally

By Bloomberg
MUTUAL FUNDS FEB 13, 2011
What to do if interest rates rise

As the 10-year Treasury yield percolates up toward 4% in the latest sign of looming inflation and rising interest rates, investors should start to consider hedging some of their fixed-income exposure.

By MFXFeeder
ETFS FEB 13, 2011
Managers seek barriers to sophisticated ETFs

Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs such as commodities-based and leveraged funds

By Jessica Toonkel
SEC said to be probing insider trading in ETFs
ETFS FEB 11, 2011
SEC said to be probing insider trading in ETFs

The U.S. Securities and Exchange Commission is investigating whether exchange-traded funds are being used to hide insider trading, a person with knowledge of the probe said.

By John Goff
Powell tells advisers upheaval in Mideast could be downer for U.S.
EMERGING MARKETS FEB 11, 2011
Powell tells advisers upheaval in Mideast could be downer for U.S.

Former secretary of state warns that 'revolutionary changes' in the Middle East may not benefit the West

By Andrew Osterland
Egypt an oil price powder keg? Not likely, says global fund manager
EMERGING MARKETS FEB 11, 2011
Egypt an oil price powder keg? Not likely, says global fund manager

Oppenheimer's Zervos expects plenty of noise, but little investment impact from uprising; country accounts for meager 0.3% of global GDP

By Jeff Benjamin
EMERGING MARKETS FEB 11, 2011
How to play the turbulence in Egypt

Energy sector already boosted; rare buying opportunity for frontier funds

By Bloomberg
FIXED INCOME FEB 11, 2011
Great stocking stuffers: Muni bonds

Wealthy U.S. investors may be able to buy municipal bonds at some of the highest yields in seven months as issuers rush to borrow before year-end

By John Goff
ETFS FEB 10, 2011
Morningstar set to rate model portfolios

Morningstar Inc. is developing ratings for advisers' exchange-traded-fund model portfolios, a first for the burgeoning industry.

By Jessica Toonkel
FINTECH FEB 10, 2011
Fund marketers embrace a print link to video

By Jessica Toonkel
Money managers just about going all in on stocks: Survey
EQUITIES FEB 09, 2011
Money managers just about going all in on stocks: Survey

Confidence hits highest level in a decade, Merrill study reveals; 67% now overweighting equities

By John Goff
How to spot a doomed ETF
ETFS FEB 09, 2011
How to spot a doomed ETF

Exchange-traded funds may be all the rage, but closures of ETFs are up 500% since 2007. Here are some warning signs that a fund may be headed for that great pooled asset in the sky.

By Jessica Toonkel
ETFS FEB 09, 2011
The muni bond ETFs trading at the biggest discounts

By Mark Bruno