Investing

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Hartford reports pick up in VA surrender rate
RETIREMENT PLANNING MAY 23, 2012
Hartford reports pick up in VA surrender rate

In-force VA block lapse rate jumped by nearly 50% after Hartford announced it would leave annuity biz; many contracts in the money

By Darla Mercado
Forethought at forefront as RJ pulls plug on Hartford annuities
RETIREMENT PLANNING MAY 23, 2012
Forethought at forefront as RJ pulls plug on Hartford annuities

Company not prepared to put annuities manufacturer on its platform

By Darla Mercado
RETIREMENT PLANNING MAY 23, 2012
MetLife to pay $500M to settle death benefit probe

Multistate settlement follows review on whether companies were holding funds that should go to beneficiaries.

By Bloomberg
Security Benefit CFO: 'We're open to L.A. Dodgers investment'
LIFE INSURANCE AND ANNUITIES MAY 23, 2012
Security Benefit CFO: 'We're open to L.A. Dodgers investment'

Guggenheim's purchase of the Dodgers to close April 30, reportedly insurers will be tapped

By Darla Mercado
The Hartford's annuity exit a shocker for advisers
RETIREMENT PLANNING MAY 23, 2012
The Hartford's annuity exit a shocker for advisers

Carrier's wholesalers met with advisers as recently as last week, said insurer was “committed” to annuity space

By Darla Mercado
Finra amends complaint against David Lerner
ALTERNATIVES MAY 23, 2012
Finra amends complaint against David Lerner

David Lerner has continued to improperly pitch nontraded REITs, according to an amended complaint filed last month by the self-regulator.

By Bloomberg
ALTERNATIVES MAY 23, 2012
Non-traded REITs face tough scrutiny

After a year in which securities regulators cracked down on nontraded real estate investment trusts, REIT sponsors and the broker-dealers who sell them are focusing on compliance and whether sales of the products to investors are suitable.

By Bruce Kelly
Jacques Cousteau grandson floats ETF
ETFS MAY 22, 2012
Jacques Cousteau grandson floats ETF

Professional portfolio managers will oversee fund developed by scion of undersea star

By JKEPHART
Federated big: Stocks will take off next year — regardless of who's in the White House
EQUITIES MAY 22, 2012
Federated big: Stocks will take off next year — regardless of who's in the White House

Orlando says equities still greatly undervalued: stocks 'the only game in town'

By Lavonne Kuykendall
New tack with tactical allocations an eye-opener
ETFS MAY 22, 2012
New tack with tactical allocations an eye-opener

Study shows institutional investors have moved beyond thinking 'active or passive' when using ETFs; a learning moment?

By John Goff
EQUITIES MAY 22, 2012
Chart of the day: Where Facebook's market cap falls in the top 25

By Mark Bruno
GOP in a box after JPMorgan botch
ALTERNATIVES MAY 22, 2012
GOP in a box after JPMorgan botch

Collateral damage from $2B hit could extend to self-regulation, hurt SRO bill

By Mark Schoeff Jr.
Shift on, as alt investments enter the mainstream
ALTERNATIVES MAY 22, 2012
Shift on, as alt investments enter the mainstream

Remarkable growth in product offerings; 20% allocation coming, predicts research firm

By Jeff Benjamin
The whole world stinks — except for Canada: David Rosenberg
EMERGING MARKETS MAY 22, 2012
The whole world stinks — except for Canada: David Rosenberg

Economist says euro a goner, while U.S. facing a fiscal cliff; grass always 'browner'

By Jeff Benjamin
Feeling lucky? Google investors not optimistic about dividend
EQUITIES MAY 22, 2012
Feeling lucky? Google investors not optimistic about dividend

Tech titan sitting on a mountain of cash, but so far, shareholders haven't seen any of it; stock price down, too

By John Goff
Morningstar: REIT valuations are 'just nuts'
ALTERNATIVES MAY 21, 2012
Morningstar: REIT valuations are 'just nuts'

In the search for income, investors are piling into dividend-paying REITs, driving up prices and poleaxing yields. How crowded is it in there? Said one Morningstar analyst: Property trust valuations are 'just nuts.'

By JKEPHART
Pimco housing bear says it's time to start buying
ALTERNATIVES MAY 21, 2012
Pimco housing bear says it's time to start buying

Kiesel not calling the bottom, but sees a number of positive signs; 'ultimate inflation hedge if you buy cheap'

By John Goff
ALTERNATIVES MAY 21, 2012
Nontraded REITs' B-D faces another probe

By Bruce Kelly
ALTERNATIVES MAY 21, 2012
Nontraded REITs: A cautionary tale

By Bruce Kelly
MUTUAL FUNDS MAY 20, 2012
Eaton Vance goes north to make 'tactical' acquisition

Purchases minority stake in Canadian asset manager Hexavest

By JKEPHART