Investing

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LIFE INSURANCE AND ANNUITIES MAR 13, 2011
Sen. Harkin: New retirement scheme hinges on advisers

A congressional leader sees a key role for investment advisers in his vision for reform of the retirement system

By Mark Schoeff Jr.
ALTERNATIVES MAR 13, 2011
CFAs worry about derivatives

The disclosure and use of financial derivatives by financial firms is the biggest concern of the nation's leading financial analysts

By Jeff Benjamin
FIXED INCOME MAR 13, 2011
Advisers big on stocks, survey finds

Financial advisers have had their fill of bonds but have a hunger for stocks, according to the results of a January survey released by The Charles Schwab Corp. last Monday

By Dan Jamieson
FIXED INCOME MAR 13, 2011
Advisers lead Treasury retreat

Financial advisers seem to have implemented Bill Gross' strategy before Bill Gross

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES MAR 11, 2011
Target groups see changes to rankings

Morningstar Inc. has updated its quarterly ranking of large target date fund groups, raising its rating on TIAA-CREF and MassMutual Retirement Services, while lowering its rating on Fidelity Investments

By Robert Steyer
MUTUAL FUNDS MAR 11, 2011
What Eileen Rominger's appointment means for fund biz

The Securities and Exchange Commission's appointment of Eileen Rominger, an 11-year veteran of Goldman Sachs Asset Management, as its new director of investment management, marks the first time in decades — if ever — that the agency has named an industry executive with no legal background to the position.

By Jessica Toonkel
EQUITIES MAR 10, 2011
Post-stimulus, mid-caps won't be half bad

When the federal government starts weaning the economy off the various stimulus programs put in place after the financial crisis, one fund manager believes high-quality growth stocks once again will start leading the market.

By Jeff Benjamin
ETFS MAR 10, 2011
The 10 trending ETFs with financial advisers — and a surprise No. 1

By Mark Bruno
U.S. in for '20 years of rising interest rates': Loomis Sayles
FIXED INCOME MAR 10, 2011
U.S. in for '20 years of rising interest rates': Loomis Sayles

Firm has cut funds' average bond maturities from 19 years to nine

By John Goff
Bill Gross slashes government debt holdings
FIXED INCOME MAR 09, 2011
Bill Gross slashes government debt holdings

Bill Gross, who runs the world's biggest bond fund at Pacific Investment Management Co., reduced its holdings of government related debt to the lowest level since January 2009 while saying low yields cheat investors.

By Mark Bruno
Bill Miller loses clout as money managers reroute clients to ETFs
ETFS MAR 08, 2011
Bill Miller loses clout as money managers reroute clients to ETFs

Exchange traded funds seen as ideal for portfolio weighting and diversification; 'it's not a fad'

By John Goff
ETFS MAR 08, 2011
B-Ds slow to stuff wraps with ETFs

Mutual funds still dominate retail fund assets in broker-dealer wrap programs

By Jessica Toonkel
Despite Grail bail, subadviser aims to stick in active-ETF biz
ETFS MAR 08, 2011
Despite Grail bail, subadviser aims to stick in active-ETF biz

RiverPark looking at launching actively managed exchange-traded funds; 'going to tread slowly'

By Jessica Toonkel
Columbia's purchase of Grail could make Ameriprise big-time ETF player
ETFS MAR 08, 2011
Columbia's purchase of Grail could make Ameriprise big-time ETF player

Acquisition by company's subsidiary gives financial industry giant entrée into the market for active offerings

By Jessica Toonkel
This asset class looking 'damn attractive' to wealthy clients
ALTERNATIVES MAR 08, 2011
This asset class looking 'damn attractive' to wealthy clients

With inflation looming, the rich are pouring money into commercial property; cheap prices

By John Goff
Schwab unveils it first-ever ETF list — and it features lots of Schwab funds
ETFS MAR 08, 2011
Schwab unveils it first-ever ETF list — and it features lots of Schwab funds

Brokerage firm's inaugural list of exchange-traded funds targets retail investors; 48 funds in all, 11 from Schwab.

By Jessica Toonkel
Gross clears out U.S. debt from flagship fund: Report
FIXED INCOME MAR 08, 2011
Gross clears out U.S. debt from flagship fund: Report

Total Return Fund said to hold no government paper as of the end of February

By John Goff
FIXED INCOME MAR 07, 2011
Taxpayers getting hosed in muni market: Study

Researchers find that issuers shell out $30B in unnecessary costs; pooling suggested

By Dan Jamieson
Who's afraid of inflation wolf? Investors plow into 10-year Treasuries
FIXED INCOME MAR 07, 2011
Who's afraid of inflation wolf? Investors plow into 10-year Treasuries

Uncle Sam's most recent offering of medium-term notes draws surprising interest; 4% yield seen as possible

By John Goff
Illinois bond default looking more remote
FIXED INCOME MAR 07, 2011
Illinois bond default looking more remote

Land of Lincoln prepping new debt issue; yields still lower than government paper from Portugal, though

By John Goff