Investing

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World has “bigger problem” than in 2008, Black Swan author says
RETIREMENT PLANNING OCT 24, 2011
World has “bigger problem” than in 2008, Black Swan author says

Nassim Nicholas Taleb, author of the best-selling book “The Black Swan,” said the current global market turmoil is worse than it was in 2008 because countries such as the U.S. have larger sovereign-debt loads.

By Doug Cubberley
LIFE INSURANCE AND ANNUITIES OCT 24, 2011
Insurers' products are highly prized

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 24, 2011
Products and insurers' financial strength highly prized by advisers and agents

A LIMRA survey released Tuesday found that 32% of 616 producers picked an aspect of training as the most valued service offered by insurers.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 24, 2011
Hispanics underinsured

Though Latinos know they ought to have life insurance to protect their families, fewer of them buy it, compared with other demographic groups

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 24, 2011
Survey: Under-45 crowd way underinsured

If you want to reach out to an untapped audience for life insurance, try people under 45

By Darla Mercado
What makes an alternative an alternative? Don't bother asking many investors
ALTERNATIVES OCT 21, 2011
What makes an alternative an alternative? Don't bother asking many investors

A survey by Natixis found that about 47% of some 463 investors said they are worried about losing money due to volatility, but most still aren't interested in alternative products and strategies.

By Darla Mercado
MUTUAL FUNDS OCT 20, 2011
Five secrets of the best wholesalers

The top fund hawkers generally take the same approach to winning over advisers

By Evan Cooper
ETFS OCT 19, 2011
BlackRock: ETF standards in need of improvement

BlackRock Inc., which controls 42% of the exchange-traded-fund market, is calling on its peers and regulators to raise their standards in terms of transparency and oversight of ETFs

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES OCT 19, 2011
Industry trade groups flex lobbying muscles

By Mark Schoeff Jr.
ETFS OCT 19, 2011
ETF vehicles will soon be ranked

Morningstar Inc. will begin ranking exchange-traded-fund managed portfolios, the company said last week in Chicago at its ETF Invest Conference

By Jeff Benjamin
ETFS OCT 18, 2011
Raymond James working on no-fee ETF program

Raymond James Financial Inc. aims to have a no-fee ETF program up and running within six months.

By Dan Jamieson
LIFE INSURANCE AND ANNUITIES OCT 18, 2011
Why 'mailbox money' is crucial to retirement

Aging baby boomers represent a historic opportunity to boost the sales of income-generating investment products, according to industry leaders who kicked off the Insured Retirement Institute conference in Boston last Monday

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES OCT 18, 2011
Reynolds wants lifetime-income products policed

Bob Reynolds, chief executive of Putnam Investments, last week called for the establishment of a regulatory body to approve lifetime-income products

By Darla Mercado
FIXED INCOME OCT 18, 2011
Muni bond tax break seen surviving

By Mark Schoeff Jr.
In selling LTC insurance, shift the focus to the risk for family members
RETIREMENT PLANNING OCT 18, 2011
In selling LTC insurance, shift the focus to the risk for family members

If you're recommending long-term-care insurance to clients as a way for them to protect assets and to care for themselves when they're old and sick, you're probably doing it incorrectly.

By Darla Mercado
RETIREMENT PLANNING OCT 18, 2011
Health care costs claim bigger part of nest egg

Escalating medical expenses and Medicare cutbacks will strain retiree budgets

By Dan Jamieson
Treasury's insurance watchdog seeks feedback on systemic risk
LIFE INSURANCE AND ANNUITIES OCT 16, 2011
Treasury's insurance watchdog seeks feedback on systemic risk

The Treasury's Federal Insurance Office yesterday announced that it's looking for public comments — with a special focus on systemic risk — as part of a report on modernizing insurance regulations.

By Darla Mercado
FIXED INCOME OCT 16, 2011
Institutional investors question fixed-income allocation

The poor outlook for fixed-income returns is pushing some institutional investors to consider more-active approaches to managing their fixed-income portfolios

By Christine Williamson
ALTERNATIVES OCT 16, 2011
Hedge funds sank further in September

September wasn't good for hedge funds, but the alternative strategies on average still managed to outpace the broad equity market indexes, according to the latest report from Hennessee Group LLC

By Jeff Benjamin
Most advisers wish they knew more about alternatives, but...
ALTERNATIVES OCT 14, 2011
Most advisers wish they knew more about alternatives, but...

Even though the majority of advisers are not as well-versed on the subject of alternative investments as they might like, few are deterred from increasing allocations in their clients' portfolios.

By Mark Bruno