Investing

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EQUITIES JAN 12, 2011
When analysts say 'sell,' it is time to buy, data show

Stocks unpopular with Wall Street up 165% since March 2009

By Bloomberg
Money fund industry aims to foist reporting burden onto B-Ds
RIA NEWS JAN 12, 2011
Money fund industry aims to foist reporting burden onto B-Ds

To avoid future panics in money market funds, the mutual fund industry is calling on federal regulators to force broker-dealers to disclose information about their money fund clients.

By Jessica Toonkel
Vanguard offers details about money fund backstop
RETIREMENT PLANNING JAN 12, 2011
Vanguard offers details about money fund backstop

It's been slow in coming, but the mutual fund industry is finally beginning to offer specifics about the type of backstop it wants to set up for money market funds.

By Bloomberg
FIXED INCOME JAN 12, 2011
Tax-exempt bonds headed for truly rotten quarter

Worst performance in nearly 25 years, as prices plunge; the good news: yields are soaring

By John Goff
Investors clueless about ETFs: Survey
ETFS JAN 12, 2011
Investors clueless about ETFs: Survey

Two out of three say they have little or no knowledge of exchange-traded funds; 'too complicated' for 15%

By Liz Skinner
INDEPENDENT BROKER DEALERS JAN 11, 2011
Employee advisers rate Edward Jones best, MSSB worst in B-D satisfaction

Edward Jones is tops and Morgan Stanley Smith Barney LLC the worst in terms of financial adviser satisfaction at six national broker-dealers, according to a J.D. Power and Associates Survey released last Friday

By Jessica Toonkel
EQUITIES JAN 11, 2011
Health stocks earn good prognosis from analysts

Investment opportunities in the health care sector have begun to take shape following the passage of the sweeping reform legislation last week.

By Jeff Benjamin
Faber: Steer clear of this 'suicidal investment'
FIXED INCOME JAN 10, 2011
Faber: Steer clear of this 'suicidal investment'

Investment guru says long bonds from Uncle Sam the kiss of death

By John Goff
MUTUAL FUNDS JAN 10, 2011
Vanguard fights to stay out in front

F. William McNabb II is nervous. His firm, The Vanguard Group Inc., has been on a run lately

By Jessica Toonkel
MUTUAL FUNDS JAN 10, 2011
U.S. seeks info from Janus in insider trading investigation

Fund firm says it received request for general information; FBI widening net in probe of expert networks

By Bloomberg
ETFS JAN 07, 2011
Oppenheimer eyes novel way of getting into actively managed ETF biz

Glavin says firm is mulling possibility of converting mutual funds into exchange-traded funds; won't introduce 'clones'

By Jessica Toonkel
MUTUAL FUNDS JAN 07, 2011
Huntington won't waver on fee waivers for money funds

Firm plans to reinstate charges when yields rise; for now, asset manager will 'forgo profitability'

By Jessica Toonkel
ETFS JAN 07, 2011
More firms likely to roll mutual funds into active ETFs

Huntington Asset Advisors Inc. may be the first fund company to convert an existing mutual fund into an actively managed exchange-traded fund, but it won't be the last, some observers predict.

By Jessica Toonkel Marquez
FIXED INCOME JAN 06, 2011
Fears of muni crisis make advisers dig

By Jessica Toonkel
FIXED INCOME JAN 06, 2011
Panic in muni market signals a time to buy: Thornburg PM

The recent wave of panic sweeping across the municipal bond market is creating buying opportunities for professional money managers, according to Josh Gonze, manager of the $4 billion Thornburg Limited Term Municipal Bond Fund Ticker:(LTMIX).

By Jeff Benjamin
MUTUAL FUNDS JAN 06, 2011
F. William McNabb III of Vanguard: Canada, ETFs in his sights

F. William McNabb III has had an eventful time since he became president and chief executive of The Vanguard Group Inc. in August 2008

By Jessica Toonkel
RETIREMENT PLANNING JAN 06, 2011
Prudential latest to rev up hybrid LTC product

Like automobiles, the future of long-term-care insurance may lie in hybrids.

By Darla Mercado
MetLife halts sale of new long-term-care insurance
RETIREMENT PLANNING JAN 06, 2011
MetLife halts sale of new long-term-care insurance

MetLife Inc., the largest U.S. life insurer, will halt the sale of new long-term care coverage after citing “financial challenges” in the business.

By Mark Bruno
ALTERNATIVES JAN 06, 2011
Genworth to hike alternatives offerings with Altegris buy

Genworth Financial announced that it has reached an agreement to acquire alternative-investments platform Altegris Advisors LLC for approximately $35 million.

By Jeff Benjamin
Genworth adds Eaton Vance portfolios to its platform
LIFE INSURANCE AND ANNUITIES JAN 06, 2011
Genworth adds Eaton Vance portfolios to its platform

Genworth Financial Wealth Management Inc. has appointed Eaton Vance Investment Managers as a portfolio strategist for its client accounts.

By Lisa Shidler