Investing

Displaying 16881 results
LIFE INSURANCE AND ANNUITIES JUN 26, 2008
Pre-retirees to pull 10% from accounts

Nearly half of pre-retirees believe they can withdraw 10% annually from their retirement savings, according to MetLife’s Mature Market Institute survey.

By Bloomberg
EQUITIES JUN 26, 2008
BRIC countries look like long-term play

Fidelity expects the emerging markets of Brazil, Russia, India and China to generate long-term growth.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 25, 2008
The one, the only, adviser for retirement

Sun Life Financial Inc.’s U.S. division in Wellesley, Mass., today introduced Retirement Blueprint, which helps advisers expand their role with their clients.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 25, 2008
A.M. Best downgrades Security Benefit Life

A.M. Best Co. today downgraded Security Benefit Life Insurance Co.’s financial strength rating to A- from A.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 25, 2008
SEC OKs proposed annuity rule

Equity index annuities could be regulated as securities if a proposal approved 3-0 today by the Securities and Exchange Commission is finalized.

By Bloomberg
ETFS JUN 25, 2008
Barclays to raise $8.9 billion

Barclays PLC plans to raise $8.9 billion through the issuance of new shares as part of an effort to shore up its balance sheet.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 25, 2008
Advisers need to adapt to women clients

Women want to learn about preparing for retirement, but advisers who want to attract that market need to adapt their practices.

By Bloomberg
MUTUAL FUNDS JUN 25, 2008
Fund flows surpass $34B in May

Stock and bond funds had net inflows of $34.6 billion last month, up from $24.7 billion in April, according to FRC.

By Bloomberg
ALTERNATIVES JUN 24, 2008
Home prices continue to tumble in April

Home prices continued their freefall in April, with some areas reporting declines of nearly 27% year-over-year.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 24, 2008
Unum to pay $5.5 million fine

The employee benefits provider was fined for for failing to report special payments to an insurance broker.

By Bloomberg
MUTUAL FUNDS JUN 23, 2008
Schwab faces adviser discontent

Financial advisers are looking to punish The Charles Schwab Corp. for leaving them in the lurch after its bond funds suffered when investments in mortgage-backed securities went sour.

By Bloomberg
ALTERNATIVES JUN 23, 2008
Fortress tries to gain on Street’s pain

The hedge fund is reportedly considering raising another $1 billion to take advantage of Wall Street turbulence.

By Bloomberg
MUTUAL FUNDS JUN 23, 2008
Hennessy Funds puts focus on distribution

Competing in a crowded, cost-focused market, 20-year-old Hennessy Funds is putting an emphasis on distribution.

By Bloomberg
ETFS JUN 23, 2008
Advisers view ETFs as ingenious invention

As an innovation, ETFs have no peer.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 23, 2008
Market conditions right for fixed annuities

Market turmoil and rising interest rates might kick off a new season for the fixed annuity as the product emerges from the shadow of its variable cousin, an industry expert said.

By Bloomberg
MUTUAL FUNDS JUN 23, 2008
Virtual portfolio boasts solid returns, multiple stars from Morningstar

After more than seven years of tapping into the Internet for the best stock pickers who are willing to run a virtual portfolio, Marketocracy Inc. has produced a top-tier mutual fund that is loosely subadvised by an eclectic group of individuals, most of whom have no connection to Wall Street.

By Bloomberg
FIXED INCOME JUN 23, 2008
Bond insurers try to erase insurance

Bond insurers are in talks with banks, looking to wipe away some $125 billion of insurance on debt securities.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 23, 2008
Annuities winning a place in target date strategies

Embedding annuities into target date funds might be the key to offering annuities as an investment option in 401(k) plans.

By Bloomberg
ETFS JUN 23, 2008
Frontier ETFs may expand investors' horizons

A handful of exchange traded funds are looking to give investors access to frontier markets, or countries that are less developed than traditional emerging markets.

By Bloomberg
MUTUAL FUNDS JUN 23, 2008
Donor fund inflows track volatile market

Economic uncertainty and market volatility are taking donor-advised funds on a roller coaster ride.

By Bloomberg