Investing

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INVESTING ETFS MAY 19, 2008
Cousins create firm with flat fees, passive investing

Bob Luxenberg was trying to decide where to invest several million dollars that he had earned building technology businesses in Silicon Valley when he unearthed his latest venture.

By Bloomberg
ADVISOR NEWS OPINION MAY 15, 2008
Health care is part of wealth care

What would be the financial consequence if one of your clients lost his or her physical and/or mental independence?

By Lewis J. Walker
INVESTING LIFE INSURANCE AND ANNUITIES MAY 15, 2008
Mutual of Omaha to pay $1.5M in kickback case

The insurer settled with the Connecticut Attorney General’s Office following an investigation into its practices.

By Bloomberg
INVESTING ETFS MAY 14, 2008
WisdomTree, Dreyfus unveil non-U.S. ETFs

The ETFs will seek to earn current income reflective of money market rates available to U.S. investors in the specified country or region.

By Bloomberg
INVESTING LIFE INSURANCE AND ANNUITIES MAY 14, 2008
Iowa cracks down on Stoli policies

Chet Culver, Iowa’s governor, has signed a law to discourage stranger-originated-life-insurance practices.

By Bloomberg
INVESTING ALTERNATIVES MAY 14, 2008
U.S. foreclosures climbed steeply in April

The number of foreclosure filings rose to 243,353 in April, up 4% from March and up 65% from the same month a year ago.

By Bloomberg
INVESTING LIFE INSURANCE AND ANNUITIES MAY 13, 2008
AIG invests in Brazilian agriculture

AIG Investments has announced an $65 million investment in Calyx Agro Ltd., making its foray into Brazilian agriculture.

By Bloomberg
INVESTING LIFE INSURANCE AND ANNUITIES MAY 13, 2008
AIG should delay meeting, ex-CEO says

"The shareholders need to absorb the significance of the company’s first-quarter losses,” said ex-chief Hank Greenberg.

By Bloomberg
INVESTING ALTERNATIVES MAY 13, 2008
Upscale homebuilder’s orders down 44%

Toll Brothers reported double-digit declines in new home orders, revenue and home prices in its second quarter.

By Bloomberg
INVESTING FIXED INCOME MAY 13, 2008
SEC eyes JPMorgan on muni bidding

A Wells notice focuses on the firm's "bidding of various financial instruments associated with municipal securities."

By Bloomberg
INVESTING MUTUAL FUNDS MAY 12, 2008
High oil prices fuel Brazil's ethanol boom

Record-setting oil prices are driving investments in Brazil's bustling sugar cane ethanol industry.

By Bloomberg
INVESTING ALTERNATIVES MAY 12, 2008
MSIM launches $4B infrastructure fund

The private-equity fund is part of a move to invest in sectors that haven’t been hit by the credit crunch.

By Bloomberg
INVESTING ALTERNATIVES MAY 12, 2008
Hedge funds win in California

California has backed away from a controversial proposal to regulate hedge funds under strong opposition from its hedge fund industry.

By Bloomberg
INVESTING LIFE INSURANCE AND ANNUITIES MAY 12, 2008
Bank-owned life insurance at record levels

Bank-owned life insurance hit $120.4 billion in assets in 2007, up 15.9% from the previous year, according to Michael White Associates LLC.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 12, 2008
The merits of small companies

Although U.S. investors have poured billions into international stock investments in recent years, most have overlooked international small- and mid-cap stocks.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 12, 2008
Advisers, investors put faith in Catholic funds

The market may be drifting, but many of America's 60 million Roman Catholics are sure of the investment path they have chosen: mutual funds guided by Catholic ethical and moral principles.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 12, 2008
Advisers are wary of retirement income funds

As fund companies experiment with retirement income solutions, financial advisers and investors are worried about products that are designed to leave participants with a zero balance.

By Bloomberg
ADVISOR NEWS RETIREMENT PLANNING MAY 12, 2008
ICI meeting covers use of alternatives in funds

The use of alternative hedge-fund-like strategies within mutual funds was a hot topic of discussion last week at the Investment Company Institute's 50th annual general membership meeting in Washington.

By Bloomberg
INVESTING LIFE INSURANCE AND ANNUITIES MAY 12, 2008
Insurance carriers gear up for VA product season

As the weather heats up in May, so does the competition among insurance carriers that are releasing new features for their variable annuities.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 12, 2008
Micro-cap funds may present an opportunity

Micro-cap stocks are beaten down to the point where the mutual funds that invest in them are starting to see new opportunities.

By Bloomberg