Investing

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FIXED INCOME MAY 19, 2008
Tax exemptions for bonds upheld

The Supreme Court has ruled that Kentucky can continue to tax out-of-state muni bonds, while not taxing in-state ones.

By Bloomberg
MUTUAL FUNDS MAY 19, 2008
12(b)-1 fee fix plan gets mixed reaction

The mutual fund industry should consider itself lucky if, as expected, the SEC this summer recommends placing a cap on 12(b)-1 fees some investor now pay annually via "level loads," industry experts said.

By Bloomberg
ALTERNATIVES MAY 19, 2008
Smaller hedge funds outpace bigfoot firms

Smaller, newer hedge funds continue to outperform the big dogs, according to the research from PerTrac Financial Solutions.

By Bloomberg
MUTUAL FUNDS MAY 19, 2008
FRC halts public release of fund flows

Financial Research Corp. has stated that it will no longer make available firm-specific fund flow data to the general public, the media and others who have not paid to receive it.

By Bloomberg
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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