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ETFS JUN 14, 2010
Schwab launches two new commission-free ETFs

By David Hoffman
LIFE INSURANCE AND ANNUITIES JUN 13, 2010
Regulators mull responses to R.I. decision on annuities

Several state insurance regulators are considering changes that could make sales of variable annuities more burdensome for financial advisers and agents, and may even discourage the use of such investments in certain situations.

By Darla Mercado
EQUITIES JUN 11, 2010
Why we'll skip a double-dip

Last week's market sell-off has investment strategists and financial advisers hunkering down in anticipation of continued market volatility, but they aren't ready to say that it marks the beginning of a double-dip recession.

By Jessica Toonkel Marquez
Schwab agrees to pay extra $35M in YieldPlus settlement
FIXED INCOME JUN 11, 2010
Schwab agrees to pay extra $35M in YieldPlus settlement

Charles Schwab Corp. said it agreed to pay an additional $35 million to settle claims that the online brokerage misled investors who owned its Schwab YieldPlus Fund.

By Bloomberg
ETFS JUN 10, 2010
ETF market gets religion

Investors praying for divine inspiration may have gotten their wish today when three faith-based exchange-traded funds made their debut.

By David Hoffman
ALTERNATIVES JUN 09, 2010
Non-traded REITS will waive internalization fees

Two real estate investment trust companies will waive their “internalization fees,” potentially sparking a trend in the REIT marketplace that would bode well for investors.

By Jeff Benjamin
RIA NEWS JUN 09, 2010
How RIAs can boost income 500% in four years

It takes about four months and about $50,000 to get a fund to market

By Jeff Benjamin
FIXED INCOME JUN 06, 2010
Finding openings in the closed-end-fund market: Podcast

Patrick Galley, manager of the $350 million RiverNorth Core Opportunity Fund Ticker:(RNCOX) sees opportunities in select closed-end funds, particularly as investors in general sit too cautiously on the sidelines.

By Bloomberg
EQUITIES JUN 06, 2010
Experts debate the merits of private equity, public stocks

Apollo Global Management LLC founder Leon Black and others are touting private equity's consistent outsized returns, but some insiders — including investors — aren't so sure.

By Arleen Jacobius
ETFS JUN 06, 2010
Eveillard: Other oil stocks may benefit from BP's woes

By Jessica Toonkel Marquez
FIXED INCOME JUN 03, 2010
K.C. Fed boss Hoenig wants rate hike - and soon

Kansas City Federal Reserve Bank President Thomas Hoenig said the U.S. economic recovery has the momentum to sustain itself and called for an increase in the target federal funds rate to 1 percent by the end of the summer.

By Bloomberg
MUTUAL FUNDS JUN 01, 2010
RS Investments snaps up assets, management team from Oak Value Capital Management

RS Investments today announced an agreement to acquire certain assets of Oak Value Capital Management Inc., which is the adviser to the Oak Value Fund. The portfolio managers of the Oak Value Fund will also be joing RS Investments.

By Dan Jamieson
LIFE INSURANCE AND ANNUITIES JUN 01, 2010
Prudential fails in bid to cut price of AIA takeover

Prudential Plc's attempt to cut the price of its $35.5 billion takeover of American International Group Inc.'s main Asian unit failed, leaving the biggest purchase in the U.K. insurer's history on the verge of failure.

By Bloomberg
RIA NEWS MAY 30, 2010
The Mutual Fund Store brings advice business to the mass affluent

Despite its decidedly mass-market focus, The Mutual Fund Store maintains that client relationships are priority No. 1.

By Darla Mercado
Health savings account enrollment on rise
RETIREMENT PLANNING MAY 30, 2010
Health savings account enrollment on rise

Enrollment in high-deductible health insurance plans linked to health savings accounts continues to surge, with the biggest growth in plans offered by larger employers.

By Jerry Geisel
MUTUAL FUNDS MAY 30, 2010
Invesco to overhaul sales force, restructure around advisory channels

Invesco will reorganize — and reduce — its combined sales force when it takes over Van Kampen Funds Inc., the $119 billion retail money management unit it acquired last October from Morgan Stanley for $1.5 billion.

By Jessica Toonkel Marquez
MUTUAL FUNDS MAY 30, 2010
Invesco Aim to lose Aim in name

Invesco Ltd. is changing the name of its Invesco Aim unit to Invesco, and its AIM Funds to Invesco Funds, according to an executive at the investment firm.

By David Hoffman
MUTUAL FUNDS MAY 30, 2010
Collar Fund's Schwab uses options to manage risk

The volatility that has crept into the stock market over the past few weeks could turn out to be a selling point for The Collar Fund Ticker:(COLLX), managed by Thomas Schwab.

By Bloomberg
MUTUAL FUNDS MAY 30, 2010
Invesco to shrink fund roster after Van Kampen closing

Invesco Ltd. anticipates having a total of 130 mutual funds after it completes the integration of the Van Kampen Funds with its Invesco AIM funds in 2011.

By Jessica Toonkel Marquez
LIFE INSURANCE AND ANNUITIES MAY 28, 2010
Allianz chief wants bigger piece of indexed-life market

Allianz Life Insurance Company of North America, already a major player in the indexed-annuity arena, is looking to grab a bigger share of the indexed-life-insurance market.

By Darla Mercado