Investing

Displaying 16219 results
ALTERNATIVES JUL 25, 2010
Private-equity-fund advisers balk at new oversight rules

Financial advisers to some private-equity funds fear that efforts to reduce systemic risk in the financial markets, a key theme of the massive reform bill signed into law last week, are unfairly targeting them.

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES JUL 23, 2010
States pitted against federal regulators over life settlements

A recommendation by an SEC task force that life settlements be treated and regulated as securities has raised concerns that another turf battle may be brewing between state insurance regulators and federal securities cops.

By Darla Mercado
ETFS JUL 23, 2010
Invesco to slow parade of new products after launching small-cap ETFs

Invesco PowerShares Capital Management LLC today launched nine small-cap-sector exchange-traded funds, but that's going to be the last new offerings the firm rolls out for a while.

By Jessica Toonkel Marquez
Janus rolls out a new value income fund
MUTUAL FUNDS JUL 22, 2010
Janus rolls out a new value income fund

Janus Capital Group Inc. has introduced a value income fund using managers from both its internal fixed-income team and its Perkins Investment Management LLC subsidiary.

By Jessica Toonkel
MUTUAL FUNDS JUL 22, 2010
Janus losing portfolio manager of $2.4B fund

Laurent Saltiel, manager of Janus Capital Group Inc.'s $2.44 billion Worldwide Fund, will leave the firm at the end of May.

By Bloomberg
MUTUAL FUNDS JUL 22, 2010
ETFs' siren song still lures managers

As a new crop of money managers and investment banks enters the hot market of exchange-traded funds, the challenge already has proved too much for some in a sector where scale is key.

By Thao Hua
MUTUAL FUNDS JUL 20, 2010
Money managers' assets slipped 4% in 2009

While the market recovered in 2009, most asset managers did not, according to a report Tuesday from The Boston Consulting Group.

By Bloomberg
RETIREMENT PLANNING JUL 20, 2010
Advisers weighing Goldman's push into 401(k) market

Goldman Sachs Asset Management's effort to expand its small defined-contribution business by offering custom target date funds has caught the attention of advisers.

By Darla Mercado
EMERGING MARKETS JUL 20, 2010
Beware of double-dip recession, investment managers warn

The U.S. economy could well be headed for another downturn — and financial advisers should direct clients to move their money out of the domestic equities market and into long-range opportunities overseas and alternative-asset classes, two well-known investment managers said last week.

By Hilary Johnson
LIFE INSURANCE AND ANNUITIES JUL 20, 2010
AIG-free branding helps push Western National past FA rivals

Western National Life, an AIG Inc. subsidiary, emerged as the top fixed-annuity seller in the bank channel during the third quarter of 2009, displacing rival New York Life Insurance Co., according to data from Beacon Research Publications Inc.

By Darla Mercado
MUTUAL FUNDS JUL 18, 2010
American Funds plans to open mortgage, municipal bond funds

Capital Group Cos., the largest U.S. manager of stock mutual funds, asked regulators for permission to open its first new fixed-income products in four years.

By Bloomberg
FIXED INCOME JUL 18, 2010
Bond funds could be squeezed by new financial reforms

Fixed-income fund managers likely will face heightened margin requirements when trading privately negotiated derivatives under the new financial services reform bill.

By Mark Bruno
FINTECH JUL 18, 2010
Web tool's promise: A way to find funds that are likely to succeed

A new tool that is marketed as being able to help identify the most likely mutual funds to outperform the market promises to stir up debate among both financial advisers and providers.

By Davis Janowski
LIFE INSURANCE AND ANNUITIES JUL 16, 2010
'Mannywood' out, John Hancock in at Dodger Stadium

Star slugger's sign in left field replaced by ad for insurer

By Associated Press
MUTUAL FUNDS JUL 16, 2010
Spooked by spikes? This fund provides buffer against market volatility

Given the recent swings on the stock market, nervous investors might want to consider a fund that dampens volatility. One such fund: the Goldman Sachs Absolute Return Tracker Fund Ticker:(GARTX).

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 15, 2010
AIG agrees to pay $725M to investors in settlement

American Insurance Group Inc. and some of its directors and officers have agreed to a $725 million settlement to resolve allegations of wide-ranging fraud laid out in a class action suit led by three Ohio pension funds.

By Bloomberg
ETFS JUL 15, 2010
New global iShares head at BlackRock

Mike Latham has been named global head of BlackRock's iShares exchange-traded-fund business, a new position, confirmed spokeswoman Bobbie Collins.

By Bloomberg
MUTUAL FUNDS JUL 15, 2010
In play: The Oppenheimer Global Fund

With the euro under pressure during May 2010 and concerns about slower growth in Asia, S&P Equity Research believes that choosing a global mutual fund based solely on a fund's track record comes with risks as most funds that outperformed in 2009 underperformed in 2008.

By Mark Bruno
RETIREMENT PLANNING JUL 15, 2010
Industry groups slam Labor Dept. over proposed 401(k) advice rules

The groups also claim the Labor Department is stepping outside the bounds of ERISA by claiming the authority to define what investments are appropriate for plans

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JUL 15, 2010
AIG's financial condition is stable, GAO report says

American International Group Inc.'s financial position remains relatively stable, according to a report released last week by the Government Accountability Office.

By Judy Greenwald and Gavin Souter