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Schwab unveils it first-ever ETF list — and it features lots of Schwab funds
ETFS MAR 08, 2011
Schwab unveils it first-ever ETF list — and it features lots of Schwab funds

Brokerage firm's inaugural list of exchange-traded funds targets retail investors; 48 funds in all, 11 from Schwab.

By Jessica Toonkel
Gross clears out U.S. debt from flagship fund: Report
FIXED INCOME MAR 08, 2011
Gross clears out U.S. debt from flagship fund: Report

Total Return Fund said to hold no government paper as of the end of February

By John Goff
FIXED INCOME MAR 07, 2011
Taxpayers getting hosed in muni market: Study

Researchers find that issuers shell out $30B in unnecessary costs; pooling suggested

By Dan Jamieson
Who's afraid of inflation wolf? Investors plow into 10-year Treasuries
FIXED INCOME MAR 07, 2011
Who's afraid of inflation wolf? Investors plow into 10-year Treasuries

Uncle Sam's most recent offering of medium-term notes draws surprising interest; 4% yield seen as possible

By John Goff
Illinois bond default looking more remote
FIXED INCOME MAR 07, 2011
Illinois bond default looking more remote

Land of Lincoln prepping new debt issue; yields still lower than government paper from Portugal, though

By John Goff
MUTUAL FUNDS MAR 07, 2011
Stocks of smaller banks likely to come up big

With megabanks besieged by regulators and facing a public backlash over the 2008 credit crisis, portfolio managers increasingly are looking at smaller banks as a value play in the financial services sector

By Jessica Toonkel
MUTUAL FUNDS MAR 06, 2011
Two notable exits at Fidelity

By Jessica Toonkel
FIXED INCOME MAR 06, 2011
Bond returns' heady days are over, report says

Bond investors should not expect returns for the next 11 years to be as good as those of the previous 11, and severe drawdowns are possible when inflation is rising, according to the annual Credit Suisse Global Investment Returns Yearbook 2010

By Drew Carter
FIXED INCOME MAR 06, 2011
Hedging TIPS inflation bets

Investors flocking to Treasury inflation-protected securities may be in for a rude awakening when interest rates start to rise

By Jeff Benjamin
ETFS MAR 06, 2011
Guggenheim said to eye Claymore and Rydex combo

Guggenheim Partners LLC is in talks about combining its former Claymore Group Inc. exchange-traded-fund business with its Rydex SGI business, according to people familiar with the situation

By Jessica Toonkel
LIFE INSURANCE AND ANNUITIES MAR 06, 2011
New York's broker pay disclosure law not retroactive, court says

Insurance brokers don't have to disclose incentive arrangements with insurers that were entered into before New York state's disclosure regulation took effect Jan. 1, the New York Court of Appeals has ruled

By Mark A. Hofmann
Nationwide's latest VA wrinkle raises eyebrows
LIFE INSURANCE AND ANNUITIES MAR 04, 2011
Nationwide's latest VA wrinkle raises eyebrows

Advisers have mixed feelings about volatility dampener; 'really restrictive'

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAR 04, 2011
All-ETF VA gives a hedge edge, Moody's says

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 Darla Mercado
Backer of life settlements hit with fraud charges
LIFE INSURANCE AND ANNUITIES MAR 03, 2011
Backer of life settlements hit with fraud charges

SEC claims that Provident Capital made false statements about its ability to cover its bond obligations

By Darla Mercado
REITs through the roof in 2010
ALTERNATIVES MAR 03, 2011
REITs through the roof in 2010

Real estate investment trusts finished 2010 with a gain of nearly 28%, matching the stellar returns of 2009 and nearly double the performance of the S&P 500 last year.

By Jeff Benjamin
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