Investing

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MUTUAL FUNDS MAR 16, 2010
The top 10 performing U.S. stock funds in 2010

Rankings and data through Mar. 15, 2010, according to <a href=http://www.Morningstar.com>Morningstar.com</a>

By mlanche
MUTUAL FUNDS MAR 16, 2010
The new frugality will boost consumer staple stocks, says Wasatch's Shive

The upside of nearly two decades of mounting levels of government and consumer debt is a solid foundation for a secular run by consumer staple companies, according to Ralph Shive, manager of the $1.5 billion Wasatch-1st Source Income Equity Fund Ticker:(FMEIX).

By Jeff Benjamin
FIXED INCOME MAR 16, 2010
Risk-takers' best bet now? High-yield bonds, says AAM's Colyer

If investors can stomach the risk, high-yield bonds are still the best place to be right now, according to Scott Colyer, chief executive and chief investment officer of Advisors Asset Management Inc.

By Jeff Benjamin
ALTERNATIVES MAR 16, 2010
States gain in turf war over private placements

State securities regulators are gaining ground in their battle to regain authority to oversee private-placement offerings.

By Sara Hansard
ETFS MAR 16, 2010
Teen's dollar-linked ETF takes prize in contest

Thirtysomething new-product developers, look out.

By Bloomberg
Incapital's John Radtke: Are investment-grade corporate bonds still a good value?
FIXED INCOME MAR 15, 2010
Incapital's John Radtke: Are investment-grade corporate bonds still a good value?

When selecting investment grade corporate bonds in the current rate environment, a common question is: 'How much better can it get'?

By John Radtke
Red-faced ASPPA apologizes for e-mail gaffe
RETIREMENT PLANNING MAR 15, 2010
Red-faced ASPPA apologizes for e-mail gaffe

The pension and actuary group sends a mea culpa to members after a financial advisory firm got hold of the association's mailing list for an upcoming conference.

By Jessica Toonkel Marquez
RETIREMENT PLANNING MAR 15, 2010
Retirees facing minimum $200K bill for lifetime care

And there's a 5% chance the tab could top $570K, according to a sobering study published this week by Boston College.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAR 15, 2010
Annuities can limit longevity risk, expert says

By integrating annuities into financial plans, advisers can take precautions against their clients' outliving their assets, according to a retirement income planning expert.

By Darla Mercado
MUTUAL FUNDS MAR 15, 2010
SEC to require money funds to disclose shadow NAVs

Money market funds will have to disclose on a delayed basis their fluctuating &#8220;shadow&#8221; net asset values rather than their $1-per-share value, thanks to a rule that the SEC adopted last week.

By Sara Hansard
ALTERNATIVES MAR 12, 2010
Number of hedge funds trimmed in '09

Financial scandals put a dent in the total number of funds last year. And there's less interest in funds of hedge funds

By Jeff Benjamin
ALTERNATIVES MAR 12, 2010
Before investing in hedge funds, investigate

If the past few years have taught investors anything, the lesson is clearly: &#8220;Buyer, beware.&#8221;

By Jay D. Levy
Money market mutual fund assets fall to $3.09T
MUTUAL FUNDS MAR 12, 2010
Money market mutual fund assets fall to $3.09T

Total money market mutual fund assets fell by $36.22 billion to $3.090 trillion for the week, the Investment Company Institute said Thursday.

By Associated Press
RETIREMENT PLANNING MAR 12, 2010
S&P picks: Why the biotech sector looks healthy

Standard &amp; Poor's Equity Research recently upgraded its outlook for the biotechnology industry to positive from neutral.

By lkoueiter
Life insurers sue B-Ds over third-party VA sales
LIFE INSURANCE AND ANNUITIES MAR 12, 2010
Life insurers sue B-Ds over third-party VA sales

Two life insurers are suing a trio of broker-dealers, accusing them of fraudulently selling to third parties variable annuities with lucrative death benefits on terminally ill individuals.

By Darla Mercado
MUTUAL FUNDS MAR 12, 2010
Retail money fund assets on the rise

But assets in institutional money market funds shrank last week, says ICI

By Associated Press
MUTUAL FUNDS MAR 12, 2010
SEC to require money funds to disclose shadow NAV

Money market funds will have to disclose on a delayed basis their fluctuating &#8220;shadow&#8221; net asset values rather than their $1-per-share value, thanks to new rules adopted today by the Securities and Exchange Commission.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 11, 2010
Blood tests and Facebook: Life insurers reveal their to-do list for 2010

With the life insurance industry recovering from a year of falling revenue, as sales of variable annuities, universal- and variable-universal life insurance all off, carriers are gearing up to make some changes.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 11, 2010
American Equity fined $275K for unapproved annuity sales

The Minnesota Commerce Department claims that the insurer sold 541 contracts worth $28 million that weren't OK'd by state

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAR 11, 2010
Will regulators kill off fledgling secondary market for death benefits?

By Darla Mercado