Investing

Displaying 16299 results
RETIREMENT PLANNING JUL 22, 2012
Life insurance guidelines could tie captive agents' hands

By Darla Mercado
ETFS JUL 22, 2012
Vanguard study rebuts Bogle's ETF fret

By JKEPHART
RETIREMENT PLANNING JUL 22, 2012
Advisers prefer leaving alts in VAs to others

By Darla Mercado
ALTERNATIVES JUL 22, 2012
MLP mutual funds: A bad wrap?

By Jeff Benjamin
KKR plans to offer retail funds to pursue debt investments
ALTERNATIVES JUL 20, 2012
KKR plans to offer retail funds to pursue debt investments

Will offer the KKR Alternative Corporate Opportunities Fund and the KKR Alternative High Yield Fund, according to SEC filings

By Doug Cubberley
When it comes to alts in VAs, advisers not DIYers: Jackson National
RETIREMENT PLANNING JUL 20, 2012
When it comes to alts in VAs, advisers not DIYers: Jackson National

Some 40% of new flows are going in Guidance Portfolios, a packaged strategy; 'counter-correlated sleeve'

By Darla Mercado
After San Bernardino, a deluge of muni bankruptcies could hit California
FIXED INCOME JUL 20, 2012
After San Bernardino, a deluge of muni bankruptcies could hit California

San Bernardino is the third municipality in California to face tough choices about how to deal with its balance sheet ... and it might not be the last

By Jeff Benjamin
EQUITIES JUL 20, 2012
Seven reasons why the millennials could lead the next great bull market

Although young people born after 1980 have encountered a rough market thus far, there are still reasons to believe they could lead the next great bull market in stocks.

By Bob Turner
Genworth's Joelson steps down from running $75B portfolio
RETIREMENT PLANNING JUL 20, 2012
Genworth's Joelson steps down from running $75B portfolio

Genworth's chief investment officer Ronald Joelson, who oversees $75 billion in assets, is leaving to join Northwestern Mutual Life Insurance.

By Doug Cubberley
LIFE INSURANCE AND ANNUITIES JUL 20, 2012
Advisers, B-Ds retreat from Hartford

By Darla Mercado
Bought for $881, this LTCI policy's paid out $1.7M
RETIREMENT PLANNING JUL 19, 2012
Bought for $881, this LTCI policy's paid out $1.7M

Buyer began receiving benefits at 46 — and has been filing claims for 15 years; 'not the lottery'

By Darla Mercado
Long-term-care insurance suddenly short on sellers
RETIREMENT PLANNING JUL 19, 2012
Long-term-care insurance suddenly short on sellers

Pru the latest marquee carrier to exit from the individual LTCI business; last day for sales is March 30

By Darla Mercado
Fund fees not always what they seem
MUTUAL FUNDS JUL 18, 2012
Fund fees not always what they seem

Comparing expense ratios when selecting mutual funds is a good idea, but you need to know what's included in fees to make an accurate comparison.

By LKUYKENDALL
'Old load' image a load for American Funds
MUTUAL FUNDS JUL 18, 2012
'Old load' image a load for American Funds

Brand perception is keeping the fund giant from making inroads with RIAs, survey shows; 'hard to change people's thinking.'

By Jason Kephart
Fidelity fixated on fixed-income momentum
FIXED INCOME JUL 18, 2012
Fidelity fixated on fixed-income momentum

Fund firm rolling out more products, adding more portfolio managers; desire for capital preservation fueling the boom

By JKEPHART
MUTUAL FUNDS JUL 18, 2012
Time to close bond funds for investors' own good?

Clients are piling into bond funds at exactly the wrong time. If inflation kicks in, investors in longer term funds will be stuck with puny interest rates. They could sell, but likely at a big loss. No wonder some experts say it may be time to bar new investors from the funds.

By JKEPHART
State Street buys Goldman's hedge fund unit
ALTERNATIVES JUL 17, 2012
State Street buys Goldman's hedge fund unit

State Street now the world's largest hedge fund administrator with purchase of Goldman unit

By Jeff Benjamin
Surprise! California not No. 1 in Chapter 9 filings
FIXED INCOME JUL 17, 2012
Surprise! California not No. 1 in Chapter 9 filings

More munis go bust in Nebraska; five states acccount for the bulk of the bankruptcies

By John Goff
ALTERNATIVES JUL 17, 2012
For faint of heart, AQR launches funds with beta blockers

By JKEPHART
ALTERNATIVES JUL 17, 2012
Debacle at PFGBest is worst nightmare for client

By AOSTERLAND