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FIXED INCOME JUL 01, 2011
BondView website launches ratings of municipal funds

By Jessica Toonkel
Jackson National seen 'tapping' — not slamming — brakes in latest VA deceleration
LIFE INSURANCE AND ANNUITIES JUL 01, 2011
Jackson National seen 'tapping' — not slamming — brakes in latest VA deceleration

Closing of funds to investors suggests carrier's plan to slow variable annuity sales will be less aggressive than first thought; 'quite modest'

By Bloomberg
B-Ds ought to review standards of conduct, supervisory procedures for VA sales: Finra lawyer
LIFE INSURANCE AND ANNUITIES JUN 30, 2011
B-Ds ought to review standards of conduct, supervisory procedures for VA sales: Finra lawyer

Finra's variable annuity suitability rule should be old news to broker-dealers, but firms that want to steer clear of an arbitration land mine ought to review their procedures.

By Darla Mercado
JPMorgan, Credit Suisse top Greenwich's U.S. equity broker list
EQUITIES JUN 30, 2011
JPMorgan, Credit Suisse top Greenwich's U.S. equity broker list

U.S. equity research and related services from JPMorgan Chase & Co. was voted the most valuable to asset managers surveyed by Greenwich Associates.

By Doug Cubberley
RIA NEWS JUN 30, 2011
Jackson pares funds to curb VA liability

By Darla Mercado
Zero-coupons bonds No.1 with investors
FIXED INCOME JUN 29, 2011
Zero-coupons bonds No.1 with investors

Wall Street is cranking out zero coupon-bonds as fast as they can create them. And why not? Thirty-year strips returned 9.5% in the first quarter.

By John Goff
MUTUAL FUNDS JUN 29, 2011
New dawn for Morningstar? Different ratings system due

By Jeff Benjamin
FIXED INCOME JUN 29, 2011
Risk of loss on Treasuries "quite substantial'

By Bloomberg
Pimco, others big buyers of this red-hot asset class
EMERGING MARKETS JUN 29, 2011
Pimco, others big buyers of this red-hot asset class

Yuan-denominated instruments seen as much better bet than G-3 investments; 'limited supplies' add to luster

By John Goff
ALTERNATIVES JUN 28, 2011
Schapiro says GSA will take over SEC leasing after $557M mistake

SEC chairman Mary Schapiro told House lawmakers that the agency's system for leasing space had “significant flaws,” and that the federal General Services Administration will likely take over that role

By Doug Cubberley
RIA NEWS JUN 28, 2011
Advisers prepare for end of Jackson variable annuity bonanza

News that Jackson National Life Insurance Co. will curtail sales of its popular variable annuity products — likely by limiting investments — has financial advisers on the lookout for the next best thing and its competitors waiting with open arms for an expected uptick in sales

By Darla Mercado
Jackson National's VA sales will be dialed back by parent
LIFE INSURANCE AND ANNUITIES JUN 28, 2011
Jackson National's VA sales will be dialed back by parent

Variable annuity sales at Jackson National Life Insurance have been surging -- so much so that parent company, Britain's Prudential, has deciced to dial back on the product. Yes, you read that right.

By Darla Mercado
RIA NEWS JUN 28, 2011
QA3 tangles with insurer over private-placement coverage

<a href=http://www.investmentnews.com/apps/pbcs.dll/section?category=datajoe&amp;djoPage=summary&amp;issuedate=20100423&amp;sid=BD0426&amp;djoProjId=10994&amp;djoRecordId=290006>QA3 Financial Corp.</a>, an independent broker-dealer that was a leading seller of high-risk private placements over the last decade, in a recent lawsuit said its insurance carrier was pushing it into bankruptcy by failing to back up its coverage.

By Bruce Kelly
LIFE INSURANCE AND ANNUITIES JUN 27, 2011
N.Y. Life shows its pride

In time for Gay Pride Month, New York Life Insurance Co. has launched a LGBT channel on its website to address financial and estate-planning needs unique to the lesbian, gay, bisexual and transgender community

By Jana Kasperkevic
MUTUAL FUNDS JUN 27, 2011
James B. Miles: Investors served well by his team's continuity

Few people would expect the newspaper industry to yield successful stock picks, but fund manager James B. Miles sniffed out a strong value find when he added Valassis Communications Inc. to his portfolio

By Darla Mercado
130/30 is making a comeback, managers contend
ALTERNATIVES JUN 26, 2011
130/30 is making a comeback, managers contend

Once-highflying 130/30 strategies might be down, but they aren't out, money managers contend.

By Douglas Appell
MUTUAL FUNDS JUN 26, 2011
New Fidelity funds meld target date portfolios, muni bonds

Fidelity Investments is marrying the concepts of target date portfolios and municipal-bond investing

By Jessica Toonkel
MUTUAL FUNDS JUN 26, 2011
Telecom is connecting with fund managers

Mutual fund managers are buying telecommunications stocks, many of them for the first time in years, as the sector emerges as a bright spot in an otherwise lackluster market

By Jessica Toonkel
FINTECH JUN 26, 2011
BondWorks rolled out to advisers

There were 316,812 buy trades placed in the retail-municipal-bond market last month, according to data from BondDesk Trading LLC

By Davis Janowski
FIXED INCOME JUN 26, 2011
End of tobacco row could reignite sale of state bonds

Possible deal between states and cigarette makers will stabilize debt offerings securitized by smokes; 'a little more predictability'

By John Goff