Investing

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ETFS MAR 08, 2012
Getting a look under the fixed-income ETF hood

By Jason Kephart
Columbia Management's president jumps to Fidelity
MUTUAL FUNDS MAR 08, 2012
Columbia Management's president jumps to Fidelity

Mike Jones will take over as CEO of fund giant's institutional-investments arm.

By Bloomberg
Bogle: ETFs great for trading, not so great for investors
ETFS MAR 08, 2012
Bogle: ETFs great for trading, not so great for investors

So-called father of indexing John Bogle still not a fan of exchange-traded funds, saying that the sheer volume of them makes 'a muddy pool muddier.'

By Jason Kephart
ETFs approaching 'critical mass' as clients accelerate investments
ETFS MAR 08, 2012
ETFs approaching 'critical mass' as clients accelerate investments

January net inflows into exchange-traded funds highest in 16 months; bond funds the main beneficiaries

By John Goff
ETFS MAR 08, 2012
Guggenheim Partners confirms review of Claymore ETF division

Guggenheim Partners LLC confirmed it's considering options including a sale of Claymore Investments, the Canadian provider of exchange-traded funds it acquired two years ago.

By Doug Cubberley
Guggenheim scoops up insurer to build fixed indexed annuities
LIFE INSURANCE AND ANNUITIES MAR 08, 2012
Guggenheim scoops up insurer to build fixed indexed annuities

Guggenheim Partners LLC is ramping up its presence in the fixed-indexed-annuity realm with the purchase of an insurer

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAR 08, 2012
Long-term care: Cutting back coverage

When a 74-year-old client visited Ellen R. Siegel six years ago with news of an upcoming 12% rate increase on the premium of her long-term-care insurance, the adviser knew she had to navigate the potential benefit cuts with the precision of a surgeon.

By Darla Mercado
ETFS MAR 08, 2012
Deal puts Guggenheim squarely in ETF frame

Guggenheim Partners LLC's announced last week that its acquisition of Rydex SGI will bring together a variety of products, including 77 mutual funds. But it is the new family of 104 ETFs that is expected to see the greatest level of development and innovation

By Jeff Benjamin
FIXED INCOME MAR 07, 2012
'Lousy year' ahead for Treasuries, warns Wells Fargo unit

By Bloomberg
EQUITIES MAR 07, 2012
Investors have fared far better under Democratic presidents

By Bloomberg
NY to issue tougher regs on death benefits: Source
LIFE INSURANCE AND ANNUITIES MAR 07, 2012
NY to issue tougher regs on death benefits: Source

Will make lump-sum payment the default option; policyholders must opt in for retained-asset accounts

By John Goff
RIA NEWS MAR 06, 2012
Expiring surrender charges force clients to make tough choices

By Jason Kephart
MUB drubbed as price of biggest muni ETF plunges
RETIREMENT PLANNING MAR 06, 2012
MUB drubbed as price of biggest muni ETF plunges

iShares S&P National AMT-Free Bond Fund records largest loss since 2008; 'extremely overvalued'

By John Goff
Wealthy to invest more in commodities, cut cash: Survey
ALTERNATIVES MAR 06, 2012
Wealthy to invest more in commodities, cut cash: Survey

Wealthy investors will shift more money into commodities, real estate and direct investments in private companies, a survey has found.

By Doug Cubberley
Ruling is Stoli setback for Principal Life
LIFE INSURANCE AND ANNUITIES MAR 06, 2012
Ruling is Stoli setback for Principal Life

A federal court decision in Pennsylvania has notched a win for life settlement investors.

By Darla Mercado
EQUITIES MAR 05, 2012
Hotter market may lure equity-averse

By Jeff Benjamin
New cost basis rules could be basis for 'unhappy' clients
MUTUAL FUNDS MAR 05, 2012
New cost basis rules could be basis for 'unhappy' clients

Those who end up paying more taxes than required on stock sales may well have tough questions for their advisers

By Lavonne Kuykendall
RETIREMENT PLANNING MAR 05, 2012
Mets' debt gets cut — and it's not even spring training

S&P lowers outlook on tax-exempt bonds that financed construction of Citi Field; off-field drama could sap attendance

By John Goff
EMERGING MARKETS MAR 04, 2012
'Hitch your wagon to foreign demand': SMU's Cox

Service companies should make out best in the next decade, professor of finance says

By Jeff Benjamin
Banks missing a trick by not selling insurance: Survey
RETIREMENT PLANNING MAR 04, 2012
Banks missing a trick by not selling insurance: Survey

Sales of insurance — as well as investment products — tends to attract more profitable customers; big edge in trust over brokerages

By Darla Mercado