Investing

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LIFE INSURANCE AND ANNUITIES JAN 28, 2008
Gender is big factor in pension gap

Gender is a strong factor in determining the likelihood of whether a worker 50 or older receives an annuity or a company-sponsored pension payment, according to a recently released study.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 28, 2008
Assurant CEO returns to duty

Robert B. Pollock's return follows a six-month hiatus when Mr. Pollock went on administrative leave by order of the board of directors.

By Bloomberg
ETFS JAN 28, 2008
ICI forms ETF committee

The Investment Company Institute has created a committee for exchange traded funds in what some say is an effort to head off the possibility that ETF providers will create their own trade association.

By Bloomberg
ETFS JAN 28, 2008
Advisers disagree on gold's portfolio share

A gloomy market outlook is making gold shine bright, but financial advisers are divided as to whether it deserves a place in most clients' portfolios.

By Bloomberg
FIXED INCOME JAN 28, 2008
Franklin Templeton launches int'l bond fund

The fund, which is offered by the Franklin Templeton Fixed Income Group, seeks to generate income by investing in foreign fixed income markets.

By Bloomberg
MUTUAL FUNDS JAN 28, 2008
New Kaufmann fund gets muted response

Federated Investors Inc. launched the Federated Kaufmann Large Cap Fund this month in a bid to capitalize further on the success of star managers Lawrence E. Auriana and Hans P. Utsch.

By Bloomberg
MUTUAL FUNDS JAN 28, 2008
For mutual funds the scandal is what has remained legal

One very large player figured only marginally in the scandals of the 1990s — the $7 trillion mutual fund industry.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 28, 2008
Annuity sales can destroy estate planning strategies

Insurance agents and advisers are hawking annuities without grasping the adverse impact on clients' estate plans, industry observers said.

By Bloomberg
MUTUAL FUNDS JAN 28, 2008
Fund Architects targets retail investors

Fund Architects LLC, which promises to provide small investors with institutional-quality money management, legitimately can claim that it thinks outside the box.

By Bloomberg
FIXED INCOME JAN 25, 2008
Banks on the hook if muni bonds tank

Banks could be obliged to to set aside $143 billion in reserves if municipal bonds are downgraded, a report says.

By Bloomberg
ALTERNATIVES JAN 25, 2008
Study: Private equity goes easy on jobs

After a buyout, a company cuts an average of 7% of its workforce, but new positions in new locations are added at a 6% clip.

By Bloomberg
ETFS JAN 25, 2008
WisdomTree and BNY Mellon to offer ETFs

The firms will join forces to offer international cash- and fixed-income exchange traded fund products.

By Bloomberg
FIXED INCOME JAN 24, 2008
Regulators meet to safeguard bonds

Fears that stock-market panic may spread to the bond market led to a meeting between regulators and several large insurers of debt.

By Bloomberg
FIXED INCOME JAN 24, 2008
Survey: Bond issuance to spike in 1Q

Treasury bill, note and bond issuance is expected to climb to $125 billion during the first quarter of this year.

By Bloomberg
FIXED INCOME JAN 24, 2008
Massachusetts subpoenas MBIA and Ambac

William Galvin has requested a list of Massachusetts public-issuer bonds insured by the companies since January 2006.

By Bloomberg
RETIREMENT PLANNING JAN 23, 2008
UBS and Genworth team up on life option

The new benefit will go with UBS’s target retirement funds and other investment options.

By Bloomberg
ALTERNATIVES JAN 23, 2008
Former Bayou CEO sentenced to jail

Ex- hedge fund chief James Marquez was ordered to serve 51 months for conspiring to defraud investors.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 22, 2008
Jackson retirement and wealth exec named

John Koehler will lead a group of nine specialists, each one focusing on advanced planning techniques.

By Bloomberg
ALTERNATIVES JAN 22, 2008
Best practices floated for hedge funds

The recommendations are designed to handle conflicts of interest between managers and investors.

By Bloomberg
ALTERNATIVES JAN 21, 2008
Hedge fund-scam mom to be deported

The mother convicted with her son in a multimillion-dollar hedge fund scheme will be sent back to Turkey.

By Bloomberg