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ETFS MAR 06, 2011
Guggenheim said to eye Claymore and Rydex combo

Guggenheim Partners LLC is in talks about combining its former Claymore Group Inc. exchange-traded-fund business with its Rydex SGI business, according to people familiar with the situation

By Jessica Toonkel
FIXED INCOME MAR 06, 2011
Hedging TIPS inflation bets

Investors flocking to Treasury inflation-protected securities may be in for a rude awakening when interest rates start to rise

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES MAR 06, 2011
New York's broker pay disclosure law not retroactive, court says

Insurance brokers don't have to disclose incentive arrangements with insurers that were entered into before New York state's disclosure regulation took effect Jan. 1, the New York Court of Appeals has ruled

By Mark A. Hofmann
Nationwide's latest VA wrinkle raises eyebrows
LIFE INSURANCE AND ANNUITIES MAR 04, 2011
Nationwide's latest VA wrinkle raises eyebrows

Advisers have mixed feelings about volatility dampener; 'really restrictive'

By Darla Mercado
RIA NEWS MAR 04, 2011
All-ETF VA gives a hedge edge, Moody's says

Western & Southern Financial Group Inc.'s decision to base its variable annuity investment options on exchange-traded funds is a positive for the insurer, allowing it to better manage market risk tied to the products, according to Moody's Investors Service

By Darla Mercado
Backer of life settlements hit with fraud charges
LIFE INSURANCE AND ANNUITIES MAR 03, 2011
Backer of life settlements hit with fraud charges

SEC claims that Provident Capital made false statements about its ability to cover its bond obligations

By Darla Mercado
REITs through the roof in 2010
ALTERNATIVES MAR 03, 2011
REITs through the roof in 2010

Real estate investment trusts finished 2010 with a gain of nearly 28%, matching the stellar returns of 2009 and nearly double the performance of the S&P 500 last year.

By Jeff Benjamin
Deferral denial? Annuity tax alteration would wound middle class
LIFE INSURANCE AND ANNUITIES MAR 02, 2011
Deferral denial? Annuity tax alteration would wound middle class

IRI report is pre-emptive strike against possible tax change

By Mark Schoeff Jr.
Should IPOs be treated like a separate asset class?
EQUITIES MAR 02, 2011
Should IPOs be treated like a separate asset class?

There is renewed life and strong momentum in the IPO market, but investors should not ignore some fundamental realities and patterns that newly public stocks tend to follow, according to Josef Schuster, manager of the Direxion Long/Short Global IPO Fund Ticker:(DXIIX).

By Bloomberg
IN's Cooper: When Facebook will go public
EQUITIES MAR 02, 2011
IN's Cooper: When Facebook will go public

When will Mark Zuckerberg be ringing the bell as investors clamor for his company's stock? <i>InvestmentNews'</i> Evan Cooper has an idea.

By Bloomberg
LPL's Kleintop: Markets 'may hit the ceiling'
EQUITIES MAR 01, 2011
LPL's Kleintop: Markets 'may hit the ceiling'

<i>The following is the weekly commentary of Jeffrey Kleintop, chief market strategist at LPL Financial, for the week of February 28, 2011. For more, <a href=http://lplfinancial.lpl.com/Documents/ResearchPublications/Weekly_Market_Commentary.pdf> click here.</a></i>

By Mark Bruno
LIFE INSURANCE AND ANNUITIES MAR 01, 2011
Insurers likely to sweeten indexed annuities

Higher interest rates are likely to result in insurers' sweetening their fixed-indexed-annuity offerings this year as they try to catch a wave of renewed investor interest

By Bloomberg
MUTUAL FUNDS MAR 01, 2011
Suddenly, bank loan funds draw plenty of interest

Scott Page, who has managed the top-performing bank loan fund over the past five years, said that the debt is still attractive, even after a two-year rally

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 01, 2011
Obama takes tax whack at insurers

Corporate-owned life insurance is on the chopping block as President Barack Obama releases his 2012 budget

By Darla Mercado
EQUITIES MAR 01, 2011
John Hussman: Markets 'overvalued, overbought, overbullish'

Economic pressures are still negative, and sentiment is once again bullish enough to define an &quot;overvalued, overbought, overbullish&quot; condition.

By John Hussman
LIFE INSURANCE AND ANNUITIES MAR 01, 2011
Suit: Prudential made $500M off vets' death-benefit money

Lawsuit claims insurer profited mightily off retained-asset accounts; lump-sum payment or not?

By Bloomberg
MUTUAL FUNDS MAR 01, 2011
Guggenheim launches new Transparent Value funds

The three Transparent Value offerings based upon the Dow Jones RBP directional indexes include a U.S. large-cap aggressive index fund, a U.S. large-cap defensive index fund, and a U.S. large-cap market index fund

By InvestmentNews Staff
ETFS MAR 01, 2011
Guggenheim adds to collection, snaps up Securities Benefit in latest acquisition

Guggenheim Partners LLC, an investment firm founded by the famous family for which it is named, announced today it is acquiring Security Benefit Corp. &#8212; and with it Rydex SGI.

By Bloomberg
'Savage bear market' for Treasuries possible: Goldman's O'Neill
FIXED INCOME FEB 28, 2011
'Savage bear market' for Treasuries possible: Goldman's O'Neill

Asset management boss warns that a 1994-style rout could happen -- if Fed changes monetary policy

By John Goff
FIXED INCOME FEB 28, 2011
TIPS at a tipping point? Traders say yes

There has been no better place in the U.S. government bond market since 2008 than in debt that protects against faster inflation

By John Goff