Investing

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LIFE INSURANCE AND ANNUITIES MAY 17, 2010
Insurance agents' gameplan

Most financial services companies invest heavily in new field agents, only to see one out of every two leave within two years. What's their gameplan?

By Mark Bruno
MUTUAL FUNDS MAY 17, 2010
Morningstar makes another buy

Investment research firm Morningstar Inc. on Monday said its French subsidiary reached a deal to buy Seeds Group, which provides investment consulting services, for an undisclosed amount.

By Associated Press
MUTUAL FUNDS MAY 17, 2010
Labor Department takes first step in regulation of target date funds

Recently released federal guidance regarding target date funds was just the first step in a process that eventually will include regulations for the investments

By Mark Schoeff Jr.
RETIREMENT PLANNING MAY 17, 2010
Labor Dept. inches closer to providing target date guidance

The Employee Benefits Security Administration is planning to publish a compliance checklist for target date fund selection this spring

By Darla Mercado
RETIREMENT PLANNING MAY 17, 2010
Merrill Lynch: Wealthy afraid of health care costs, retirement

The percentage of survey respondents who said they are concerned about whether their assets will last throughout their lifetime rose to 61% last quarter, from 53% in the fourth quarter.

By Hilary Johnson
ALTERNATIVES MAY 16, 2010
Wells Fargo, Nationwide, Wilshire seek to expand asset class offerings

Fund firms also trying to help investors manage their emotional response to the current volatility.

By Bloomberg
MUTUAL FUNDS MAY 16, 2010
First-ever mutual funds for MLPs hit market

SteelPath Fund Advisors last week launched three mutual funds that invest in master limited partnerships, the first of their kind allowing retail investors to gain access to the MLP universe

By Jeff Benjamin
EQUITIES MAY 14, 2010
Waddell & Reed: Don't blame us for market tailspin

Waddell & Reed Financial Inc., the mutual-fund manager started in 1937, said it didn't intend to disrupt markets on May 6 when the plunge in stocks temporarily erased more than $1 trillion of value.

By Bloomberg
RETIREMENT PLANNING MAY 13, 2010
Andrew Lo on 'Geriatric Finance': When the planning needs to start

Investors should plan now for when and how financial decisions should be made if they become impaired, says investment strategist and professor Andrew Lo.

By Mark Bruno
MUTUAL FUNDS MAY 13, 2010
Tax-loss overhangs allow investors to benefit from 2008 downturn

Embedded capital losses, which represent a combination of realized and unrealized losses, offer a rare opportunity for mutual fund investors in taxable accounts.

By Jeff Benjamin
Bernanke lays a beat down on bond vigilantes
FIXED INCOME MAY 12, 2010
Bernanke lays a beat down on bond vigilantes

Low-inflation has investors flocking to U.S. Treasurys, despite sky-high deficits: U.S. the 'least dirty shirt' says Pimco's Gross

By Bloomberg
MUTUAL FUNDS MAY 12, 2010
First-ever retail MLP funds hit market

SteelPath Fund Advisors today launched three mutual funds that invest in master limited partnerships, the first of their kind allowing retail investors to gain access to the MLP universe.

By Jeff Benjamin
EQUITIES MAY 12, 2010
7 great dividend stocks for the next 7 months

While investors generally embrace the concept of buy-and-hold investing, they fear missing out on gains that come with other strategies.

By Mark Bruno
LIFE INSURANCE AND ANNUITIES MAY 12, 2010
Forget Conseco – now it's CNO Financial

Financial services company with troubled past changes corporate name; 'new beginning'

By Darla Mercado
MUTUAL FUNDS MAY 10, 2010
New Janus CEO to focus on mutual fund inflows, says firm's chairman

Mutual fund company tabs former COO at Pimco as its next chief executive.

By Bloomberg
FIXED INCOME MAY 09, 2010
SEC to focus on conflicts in muni bond business

The SEC's announcement last week that it is launching an investigation of the municipal bond market is aimed at increasing transparency and weeding out conflicts of interest.

By Jessica Toonkel Marquez
MUTUAL FUNDS MAY 07, 2010
Fund managers facing higher taxes

Top congressional Democrats reached an agreement to increase taxes on managers of buyout firms and other investment funds as part of a jobs bill they plan to put to a vote tomorrow in the U.S. House, lawmakers said.

By Bloomberg
EQUITIES MAY 07, 2010
On our blogs: A plan and a trade

The other day I said I had mapped out a trade if the market dropped to a certain level and this happened yesterday

By Mark Bruno
FIXED INCOME MAY 07, 2010
Build America Bonds: Are taxable munis here to stay?

As the market for taxable munis expands, many advisors and investors are rethinking their approach to municipal bonds.

By John Radtke
Pimco's El-Erian: Greek's financial crisis will get worse
EMERGING MARKETS MAY 07, 2010
Pimco's El-Erian: Greek's financial crisis will get worse

Before things improve, Pimco's co-chief investment officer sees even ore pain in the near future for Greece

By Bloomberg