Cumberland Advisors, which manages $1.5 billion in separately managed accounts, has shifted its portfolio to 20% cash — the highest that it has been since early 2008, over fears related to the situation in Egypt
To make their variable annuities more attractive, insurers revved up living-benefit features last year
Equities that fell furthest last year are surging the most in a decade, reversing the fortunes of mutual funds and signaling that developed countries, banks and Asian exporters will extend the global rally
Summary prospectuses for variable annuities are supposed to help consumers make informed decisions about buying these complicated investments
As the 10-year Treasury yield percolates up toward 4% in the latest sign of looming inflation and rising interest rates, investors should start to consider hedging some of their fixed-income exposure.
Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs such as commodities-based and leveraged funds
The U.S. Securities and Exchange Commission is investigating whether exchange-traded funds are being used to hide insider trading, a person with knowledge of the probe said.
Former secretary of state warns that 'revolutionary changes' in the Middle East may not benefit the West
Oppenheimer's Zervos expects plenty of noise, but little investment impact from uprising; country accounts for meager 0.3% of global GDP
Energy sector already boosted; rare buying opportunity for frontier funds
Wealthy U.S. investors may be able to buy municipal bonds at some of the highest yields in seven months as issuers rush to borrow before year-end
Morningstar Inc. is developing ratings for advisers' exchange-traded-fund model portfolios, a first for the burgeoning industry.
Confidence hits highest level in a decade, Merrill study reveals; 67% now overweighting equities
Exchange-traded funds may be all the rage, but closures of ETFs are up 500% since 2007. Here are some warning signs that a fund may be headed for that great pooled asset in the sky.
Insurer looks to roll back payout, withdrawal percentages on Highest Daily Lifetime 6 Plus product; puny interest rates to blame?
With fund firms launching a seemingly endless parade of exchange-traded funds, a dark side to this glut of offerings is emerging: Portfolio liquidations, once rare, are becoming more common
Research firm aims to barge into the ratings biz for exchange-traded funds; rival doing some revising as well
The combined market value of U.S. exchange-traded funds surpassed $1 trillion for the first time in 2010, while ETFs investing in emerging markets and bonds receiving the most new money, Birinyi Associates Inc. said.
