Investing

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LIFE INSURANCE AND ANNUITIES JUN 20, 2010
Allianz CEO wants bigger piece of indexed-life market

By Darla Mercado
MUTUAL FUNDS JUN 20, 2010
Putnam plans to launch multicap-equity funds

By Jessica Toonkel Marquez
MUTUAL FUNDS JUN 18, 2010
Federated looking to snap up more money funds, says Donahue

Acquisitive company looking at 'everything that goes by'; Pioneer Investments being eyed?

By Jessica Toonkel
RETIREMENT PLANNING JUN 18, 2010
Insurers press U.S. to allow annuities in pension plans

It should be easier for employers to include annuities in their retirement plans because Americans are at risk of outliving their savings, an insurer told Labor and Treasury department officials today

By Bloomberg
FIXED INCOME JUN 18, 2010
Doubleline's Gundlach sells Treasuries, buys corporate bonds

Bond guru slashes holdings in government paper from 'overweight' to 'small underweight'; sees 'long-term bottoming process'

By Bloomberg
Moving target: Sky-high turnover in Putnam's TDFs
MUTUAL FUNDS JUN 18, 2010
Moving target: Sky-high turnover in Putnam's TDFs

Data shows an 83% flip rate over past three years; firm cites revamp of Retirement Ready line

By Jessica Toonkel
ETFS JUN 18, 2010
Vanguard eyes offering ETF model portfolios to advisers

Such portfolios seen as the next big push for providers of exchange-traded funds

By Jessica Toonkel Marquez
FIXED INCOME JUN 18, 2010
It's time to sound the alarm on the bond bubble

The capital markets continually set traps for the unwary, and it is financial advisers' responsibility to help their clients avoid them.

By MFXFeeder
ALTERNATIVES JUN 18, 2010
Pimco: A debt bet to avoid

The rally in bonds from real estate investment trusts that's made property debt the best performer this year is overdone as a slowing economy may threaten their performance, according to Pacific Investment Management Co.

By Bloomberg
Playing both long and short opportunities in the markets: Podcast
EQUITIES JUN 18, 2010
Playing both long and short opportunities in the markets: Podcast

Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC, shared some insights on how the stock market is uniquely poised to present both short and long investment opportunities in what he calls a “tale of two markets.'

By Jeff Benjamin
RETIREMENT PLANNING JUN 17, 2010
SEC proposes new disclosures for target date funds

Federal regulators on Wednesday proposed new disclosure rules for target-date retirement funds that would require sponsors to spell out how they are investing the money and to warn about risks.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 17, 2010
Academic promotes government bonds to hedge longevity risk

"Longevity bonds" would be issued by the government and would act as a hedge for pension plans and insurers.

By Darla Mercado
ETFS JUN 17, 2010
ETF of the month: The iShares S&P Global 100 Index Fund

S&P thinks it is appropriate to put a global equity ETF like IOO into the strategic or core part of a portfolio that provides broad representation in major markets.

By Mark Bruno
RETIREMENT PLANNING JUN 17, 2010
S&P: Getting healthy, wealthy and wise

Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.

By Standard & Poor's
Target date fund disclosure plan falls short of the mark, say critics
MUTUAL FUNDS JUN 16, 2010
Target date fund disclosure plan falls short of the mark, say critics

Fund industry participants lauded the SEC's latest attempt to boost target date fund disclosure — but say that more could be done to help clarify the investments for participants.

By Darla Mercado
Labor Dept., SEC to issue alert on target date funds: source
MUTUAL FUNDS JUN 16, 2010
Labor Dept., SEC to issue alert on target date funds: source

The Department of Labor and the securities regulator are said to be working on a joint consumer alert about target date funds. Other guidance from the DoL is in the offing, too.

By Jessica Toonkel Marquez
RETIREMENT PLANNING JUN 16, 2010
Labor Dept.'s 401(k) proposal could rock pension advice business

The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product recommended by the adviser.

By Jessica Toonkel Marquez
LIFE INSURANCE AND ANNUITIES JUN 15, 2010
VA sales up, fixed annuities down, in first quarter

Variable annuity sales increased during the first quarter, while sales of fixed annuities slipped.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JUN 15, 2010
Big insurers launching fee-based annuities

In an attempt to appeal to dually registered advisers, major life insurers are launching fee-based annuities.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JUN 15, 2010
Coming soon: More guaranteed-income products

Industry leaders say advisers and consumers want simpler, cheaper annuities

By Hilary Johnson