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FIXED INCOME MAY 26, 2010
Housing, economic news not enough to boost stocks

By Bloomberg
MUTUAL FUNDS MAY 26, 2010
Fund firms try to coax still-skittish clients to put cash to work

To pry shellshocked investors out of their cash positions, several big fund companies are nudging investors into the next least-conservative position: short-term-bond funds.

By Jessica Toonkel Marquez
RIA NEWS MAY 26, 2010
Schwab reverses course on alternatives

The Charles Schwab Corp. has reversed course and will allow advisers to hold in custody additional alternative investments.

By Dan Jamieson
FIXED INCOME MAY 25, 2010
Longer-term Treasurys rise after $42 billion two-year auction

Longer-term Treasurys rose after the government sold $42 billion of two-year notes at the lowest yield on record as concern Europe's debt crisis is spreading boosted the refuge appeal of U.S. securities.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 25, 2010
New crop of variable annuities add tax, commodity, LTC features

By Darla Mercado
MUTUAL FUNDS MAY 25, 2010
Fund firms rethink sales strategies

By Jessica Toonkel Marquez
LIFE INSURANCE AND ANNUITIES MAY 25, 2010
VA companies ready summary prospectuses

An insurance industry effort to make summary prospectuses permissible for variable annuities is being received warmly by broker-dealers, despite doubts that the complex products can be described adequately in abbreviated form.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAY 25, 2010
Jackson Life hit record sales, earnings in '09

The insurer's sales and deposits rose 8% to a record $15.2 billion last year. The firm also reported record net income of $670 million, compared with a $1 billion net loss in 2008.

By Darla Mercado
ETFS MAY 25, 2010
Legg Mason seeks OK to offer actively managed ETFs

Legg Mason Inc. yesterday filed papers with the Securities and Exchange Commission seeking permission to offer actively managed exchange-traded funds.

By David Hoffman
FIXED INCOME MAY 24, 2010
Bond stampede turning mutual fund world on its head

Rush to less-risky investments gores equity specialists and actively managed ETFs

By Bloomberg
RETIREMENT PLANNING MAY 24, 2010
LTC carriers reeling from low rates, lack of rate hikes

Further complicating matters, the LTC business requires large amounts of capital, which puts added pressure on carriers that issue the policies

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAY 24, 2010
Advisers count on reform bill to spotlight LTC planning

Clients may not be knocking down the doors to participate in the long-term-care-insurance program created last week by the passage of health care reform, but advisers are optimistic the program's existence will spur more discussion around the benefits of LTC planning.

By Darla Mercado
ETFS MAY 24, 2010
Pax to launch socially conscious ETFs

Pax, based in Portsmouth, N.H., plans to list three ETFs on NYSE Arca, a division of New York-based NYSE Euronext, according to a Securities and Exchange Commission filing last week.

By Bloomberg
MUTUAL FUNDS MAY 20, 2010
Marty Whitman: The 8 greatest financial misunderstandings

It is difficult to function as a value investor unless the value analyst has a firm grasp of economic reality. It is equally difficult to promulgate intelligent financial regulations unless the sponsors of the regulation have a firm grasp of economic reality.

By Mark Bruno
ETFS MAY 20, 2010
Grail to go head-to-head with Pimco with short-term bond ETF

Firm teams with Western Asset Management to launch actively managed fixed-income fund

By Jessica Toonkel Marquez
EQUITIES MAY 19, 2010
Why Bill Miller loves large-caps — especially IBM

Legg Mason Capital Management's CIO tells Consuelo Mack why he thinks large-cap stocks will out-perform small- and mid-caps over the next several years.

By Mark Bruno
The market is always right – or so we hope
FIXED INCOME MAY 19, 2010
The market is always right – or so we hope

Economists would likely agree that the bond market rally is the market's rational response to current (albeit heavily government-influenced) reality. But there's a disturbing signal ahead.

By Bloomberg
Buffett shortens bond-holding duration after inflation warning
FIXED INCOME MAY 18, 2010
Buffett shortens bond-holding duration after inflation warning

Warren Buffett shortened the duration of bonds held by his Berkshire Hathaway Inc. after warning that deficit spending could force inflation higher.

By Mark Bruno
ALTERNATIVES MAY 18, 2010
New rules of the real estate game

With the U.S real estate market still struggling to get back on its feet, financial advisers continue to find themselves facing a barrage of questions from anxious clients about everything from depressed home values to whether now is the time to buy or sell property.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES MAY 18, 2010
Jackson National Life not relocating to Music City

The carrier announced, however, that it will add 400 employees to an operation in Franklin, Tenn., just outside of Nashville.

By Darla Mercado