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MUTUAL FUNDS JUN 26, 2011
Telecom is connecting with fund managers

Mutual fund managers are buying telecommunications stocks, many of them for the first time in years, as the sector emerges as a bright spot in an otherwise lackluster market

By Jessica Toonkel
FINTECH JUN 26, 2011
BondWorks rolled out to advisers

There were 316,812 buy trades placed in the retail-municipal-bond market last month, according to data from BondDesk Trading LLC

By Davis Janowski
FIXED INCOME JUN 26, 2011
End of tobacco row could reignite sale of state bonds

Possible deal between states and cigarette makers will stabilize debt offerings securitized by smokes; 'a little more predictability'

By John Goff
BondDesk rolls out bond-trading platform for advisers
FINTECH JUN 26, 2011
BondDesk rolls out bond-trading platform for advisers

BondWorks already in beta with 20K customers; new wealth management platform three years in the making

By Davis Janowski
MUTUAL FUNDS JUN 24, 2011
Moody's wins praise for its tougher money fund ratings – but loses clients

Report indicates nearly 50 have bolted since firm has zeroed in on stability, liquidity of fund firms

By Jeff Benjamin
MUTUAL FUNDS JUN 24, 2011
Regulators eyeing changes to money funds

Money market funds are front and center in Washington again, just 16 months after regulators tightened rules on the $2.7 trillion industry

By Liz Skinner
LIFE INSURANCE AND ANNUITIES JUN 24, 2011
Gender split on target funds

Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds

By Darla Mercado
MUTUAL FUNDS JUN 23, 2011
Portfolio managers should eat their own cooking

If a mutual fund manager won't invest in a fund that he or she is managing, why should anyone else?

By MFXFeeder
Surprisingly sexy: This sector is being talked up by analysts
LIFE INSURANCE AND ANNUITIES JUN 23, 2011
Surprisingly sexy: This sector is being talked up by analysts

Who'd a thunk it? Life insurers, now cash-rich, have rebounded nicely from the financial crisis. But their shares are still cheap compared with those of banks, analysts say.

By Darla Mercado
ALTERNATIVES JUN 23, 2011
Some $100 billion locked up in 'sliver' of hedge funds

Despite assurances to the contrary, a segment of hedge funds still has up to $100 billion locked up and won't allow redemptions

By Christine Williamson
Leaving the herd allowed this fund to exploit rallies
EQUITIES JUN 22, 2011
Leaving the herd allowed this fund to exploit rallies

A willingness to separate from the pack is key to successful global equity investing, according to David Fingold, manager of the Dynamic Discovery Fund.

By Jeff Benjamin
Neuberger Berman: 10 key themes for the next 10 months
EQUITIES JUN 22, 2011
Neuberger Berman: 10 key themes for the next 10 months

After the financial markets see-sawed through several distinct phases for much of 2010, investors gradually regained confidence late in the year and stocks rallied as mixed economic indicators became more positive.

By Mark Bruno
Greenspan: Greek default could be Achilles' heel for U.S. economy
FIXED INCOME JUN 20, 2011
Greenspan: Greek default could be Achilles' heel for U.S. economy

Alan Greenspan, former Federal Reserve chairman, said a default by Greece is “almost certain” and could help drive the U.S. economy into recession.

By Doug Cubberley
RETIREMENT PLANNING JUN 19, 2011
Treasury set to offer guidance on income products

Aiming to curb the number of individuals who are likely to outlive their retirement savings, the Treasury Department soon will offer guidance on lifetime income options that 401(k) plan participants should have available when they retire

By Liz Skinner
MUTUAL FUNDS JUN 19, 2011
Supreme Court blocks Janus market-timing lawsuit

In a much-awaited decision, the Supreme Court last week ruled in favor of the mutual fund industry in a case involving a company's responsibility for statements made in prospectuses, eliciting a huge sigh of relief from fund companies, broker-dealers and others involved in selling mutual funds

By Jessica Toonkel
ALTERNATIVES JUN 19, 2011
Another seller of alternatives goes under

Yet another small brokerage firm that sold illiquid alternative investments closed its doors last week

By Bruce Kelly
Pershing Square's Ackman said to consider IPO for hedge fund
ALTERNATIVES JUN 17, 2011
Pershing Square's Ackman said to consider IPO for hedge fund

Known for investing in companies to press for changes, Bill Ackman is considering selling shares in a hedge fund to secure more permanent capital for investments.

By Doug Cubberley
LIFE INSURANCE AND ANNUITIES JUN 17, 2011
Aviva fleeced in church scam, suit claims

Aviva Life and Annuity Co. late last month filed suit in federal court against a handful of life insurance agents, claiming that they fraudulently sold coverage to some 119 church members

By Darla Mercado
MUTUAL FUNDS JUN 16, 2011
William Bannick: Small-caps produced big returns in recovery

By Bruce Kelly
FIXED INCOME JUN 15, 2011
Coming attractions? Minnesota government shuts down

Stalemate between Democratic governor and GOP legislators leads to closure

By John Goff