Investing

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Buffett's annual letter no longer special delivery
LIFE INSURANCE AND ANNUITIES AUG 16, 2010
Buffett's annual letter no longer special delivery

The oracle's yearly note to Berkshire-Hathaway shareholders was once a big event in investor circles. Now, it's lost its luster. Blame familiarity.

By Associated Press
EQUITIES AUG 15, 2010
An overview of SMA performance in the second quarter

The second quarter opened up with high hopes and generally positive expectations for the remainder of the year. As noted last quarter, there was a wide variety of opinions on the strength of the recovery but a strong majority believed a recovery was in fact under way.

By Nathan Behan
LIFE INSURANCE AND ANNUITIES AUG 12, 2010
Market conduct exam lands Axa $1.9M fine

Axa also failed to use product comparisons that lower the surrender and death benefit value by the investment fund charges when considering hypothetical rates of return.

By Darla Mercado
MUTUAL FUNDS AUG 11, 2010
Flash crash aftermath? Mutual funds hardly hit

The recent turbulence in global stock markets prompted just a small portion of mutual fund investors to pull out of stocks in May, according to research firm Strategic Insight.

By Jeff Benjamin
MUTUAL FUNDS AUG 10, 2010
Hennessy eyes nixing 12(b)-1 fees on two funds

Management isn't convinced it needs the marketing fees to attract assets; 'bang for the buck'?

By Jessica Toonkel
EQUITIES AUG 10, 2010
John Hussman: Don't take the bait -- stocks are not cheap

Important metrics of economic activity are slowing rapidly.

By John Hussman
ETFS AUG 10, 2010
ETF providers take action after recent 'flash crash'

As regulators and stock exchanges try to figure out what caused the 1,000-point stock market drop May 6, exchange-traded-fund providers are doing damage control.

By Jessica Toonkel Marquez
ETFS AUG 10, 2010
ETF providers want say on flash-crash rules

As regulators and stock exchange officials discuss putting rules in place to make sure that the market volatility of May 6 never happens again, exchange-traded-fund providers are making sure considerations are made for their offerings

By Bloomberg
ALTERNATIVES AUG 09, 2010
UBS: Sell S&P 500 options

By Bloomberg
FIXED INCOME AUG 09, 2010
Fixed-income allocations: How to evaluate your next move

What are the key distinctions in choosing individual bonds or bond funds for fixed income allocations?

By John Radtke, President, Incapital
LIFE INSURANCE AND ANNUITIES AUG 09, 2010
Treasury and Labor departments angling for 'automatic annuities' in 401(k) plans

The Department of the Treasury and the Department of Labor will soon be taking steps to make it easier for companies to offer “automatic annuities” in 401(k) plans, Treasury senior adviser Mark Iwry said today.

By Bloomberg
RETIREMENT PLANNING AUG 09, 2010
Radical retirement initiative from Brookings in the works

Some top retirement gurus are in the process of developing proposals that could make annuity products a crucial part of millions of Americans' retirement plans.

By Mark Bruno
H-P's slide bad news for three Fidelity funds
MUTUAL FUNDS AUG 08, 2010
H-P's slide bad news for three Fidelity funds

Investors in three of Fidelity Investments' mutual funds have the most to lose in the wake of the resignation of Hewlett-Packard Co. chief executive Mark Hurd, though analysts said that they think that the stock is a better buy now as a result of the scandal.

By Jessica Toonkel
LIFE INSURANCE AND ANNUITIES AUG 08, 2010
NY Life taps new CIO

New York Life Insurance Co. said today that John Kim, president and chief executive of the company's investment management arm, will become chief investment officer at the end of the year.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES AUG 08, 2010
Barclays' notes target retirement income market

In a move into the retirement income market, Barclays Bank PLC on Sept. 1 will launch two structured-note products designed to provide income over 15- to 30-year time spans.

By Hilary Johnson
MUTUAL FUNDS AUG 06, 2010
Morningstar unveils three new fund categories

Morningstar Inc. has introduced three mutual fund categories to make it easier for investors and financial advisers to do specific searches and more accurate peer comparisons.

By Jessica Toonkel
LIFE INSURANCE AND ANNUITIES AUG 06, 2010
AIG unit re-enters indexed-annuity market

Western National Life Insurance Co., jumped back into the indexed-annuity market last week after more than 18 months on the sidelines.

By Darla Mercado
It's the 'Benmosche Show' now: Golub out at AIG
LIFE INSURANCE AND ANNUITIES AUG 06, 2010
It's the 'Benmosche Show' now: Golub out at AIG

The resignation of AIG chairman Harvey Golub may have come abruptly on Wednesday evening -- but it came as no big surprise.

By John Goff
Rocky start, but AIG boss Benmosche outlasts predecessors
LIFE INSURANCE AND ANNUITIES AUG 06, 2010
Rocky start, but AIG boss Benmosche outlasts predecessors

The controversial CEO is set to become the insurer's longest-serving chief executive officer since the company's near-collapse in 2008

By Bloomberg
Investors yanking assets from Legg Mason funds
MUTUAL FUNDS AUG 05, 2010
Investors yanking assets from Legg Mason funds

Legg Mason Inc. fell as much as 3.6 percent in New York trading after reporting that fund withdrawals more than doubled from the prior quarter.

By Bloomberg