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MUTUAL FUNDS MAR 01, 2011
Suddenly, bank loan funds draw plenty of interest

Scott Page, who has managed the top-performing bank loan fund over the past five years, said that the debt is still attractive, even after a two-year rally

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 01, 2011
Obama takes tax whack at insurers

Corporate-owned life insurance is on the chopping block as President Barack Obama releases his 2012 budget

By Darla Mercado
EQUITIES MAR 01, 2011
John Hussman: Markets 'overvalued, overbought, overbullish'

Economic pressures are still negative, and sentiment is once again bullish enough to define an "overvalued, overbought, overbullish" condition.

By John Hussman
LIFE INSURANCE AND ANNUITIES MAR 01, 2011
Suit: Prudential made $500M off vets' death-benefit money

Lawsuit claims insurer profited mightily off retained-asset accounts; lump-sum payment or not?

By Bloomberg
MUTUAL FUNDS MAR 01, 2011
Guggenheim launches new Transparent Value funds

The three Transparent Value offerings based upon the Dow Jones RBP directional indexes include a U.S. large-cap aggressive index fund, a U.S. large-cap defensive index fund, and a U.S. large-cap market index fund

By InvestmentNews Staff
ETFS MAR 01, 2011
Guggenheim adds to collection, snaps up Securities Benefit in latest acquisition

Guggenheim Partners LLC, an investment firm founded by the famous family for which it is named, announced today it is acquiring Security Benefit Corp. — and with it Rydex SGI.

By Bloomberg
'Savage bear market' for Treasuries possible: Goldman's O'Neill
FIXED INCOME FEB 28, 2011
'Savage bear market' for Treasuries possible: Goldman's O'Neill

Asset management boss warns that a 1994-style rout could happen -- if Fed changes monetary policy

By John Goff
FIXED INCOME FEB 28, 2011
TIPS at a tipping point? Traders say yes

There has been no better place in the U.S. government bond market since 2008 than in debt that protects against faster inflation

By John Goff
LIFE INSURANCE AND ANNUITIES FEB 28, 2011
Pru's pared-down VA has some advisers grumbling

Growth on protected value cut back; company cites low interest rates

By Darla Mercado
Genworth bows out of variable annuity business
LIFE INSURANCE AND ANNUITIES FEB 28, 2011
Genworth bows out of variable annuity business

Genworth Financial Inc.is exiting the variable annuities market.

By Darla Mercado
RETIREMENT PLANNING FEB 27, 2011
All for one

Bring on the fiduciary standard. In a recent InvestmentNews survey of almost 600 advisers, registered reps, financial planners, insurance agents and others, 69.2% said that they agree with the SEC's staff recommendation that any financial professional giving personalized investment advice be deemed a fiduciary

By Bruce Kelly
Other than the 'I', BRICs a great second-half play: BlackRock
EMERGING MARKETS FEB 25, 2011
Other than the 'I', BRICs a great second-half play: BlackRock

Russ Koesterich says emerging markets will reemerge as good bets in the second half of the year; pass on India, however

By John Goff
LIFE INSURANCE AND ANNUITIES FEB 25, 2011
B-Ds sue insurers over coverage caps

Three independent broker-dealers are suing their respective insurance carriers for failing to cover investors' legal claims, with one charging that its insurer has exposed it to “financial ruin”

By Bruce Kelly
Private deals at top of Finra's hit list
ALTERNATIVES FEB 25, 2011
Private deals at top of Finra's hit list

In the wake of some highly publicized private-placement offerings that went sour, the regulator's head of enforcement says the SRO aims to crack down on Reg D deals and non-traded REITs.

By Bruce Kelly
Bondholders getting 'skunked' by Fed: Gross
FIXED INCOME FEB 24, 2011
Bondholders getting 'skunked' by Fed: Gross

Bill Gross of Pimco doesn't mince words when it comes to the Federal Reserve's stranglehold on interest rates. According to the bond king's latest report, the Fed's efforts to hold yields at historic lows is 'an abdication of responsibility.'

By John Goff
No.1 stock picker over the past decade? It's not Ken Heebner
MUTUAL FUNDS FEB 24, 2011
No.1 stock picker over the past decade? It's not Ken Heebner

Soviero tops among managers of diversified U.S. equity funds over the past ten years; big chunk of junk

By John Goff
Investors going short with their cash
MUTUAL FUNDS FEB 24, 2011
Investors going short with their cash

Moving funds from CDs into checking accounts, money market deposit accounts; poised to get back in the market?

By Lavonne Kuykendall
EMERGING MARKETS FEB 24, 2011
This country's debt biggest turkey among emerging markets

Turkish debt getting hammered; Istanbul market derailed by trouble in Middle East

By John Goff
Target date fund suggestions could do more harm than good
RETIREMENT PLANNING FEB 24, 2011
Target date fund suggestions could do more harm than good

Lawyers cite risk of information overload; 'confusing' to participants

By Darla Mercado
MUTUAL FUNDS FEB 24, 2011
How to compare target date funds

As part of the Pension Protection Act of 2006, the Labor Department granted plan sponsors a “safe harbor” to enroll participants automatically in a handful of investment products designated as qualified default investment alternatives

By Paul Zemsky and Susan Viston