Investing

Displaying 16881 results
MUTUAL FUNDS JUN 04, 2008
Forward and Accessor fund firms combine

Forward Management will buy Accessor Capital Management, creating a combined firm with $5 billion under management.

By Bloomberg
ETFS JUN 04, 2008
Three Vanguard ETFs split

Three exchange traded funds from The Vanguard Group Inc. declared a 2-for-1 stock split today.

By Bloomberg
FIXED INCOME JUN 04, 2008
<h1>Bond-rating firms to overhaul fee collection</h1>

The aim is to remove some of the power investment banks have over selecting which rating firms get paid to rate deals.

By Bloomberg
ALTERNATIVES JUN 04, 2008
REITs find home on web

An association has launched <a href=http://Reit.com>Reit.com</a>, a website designed to address all matters related to REITs.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 04, 2008
SEC weighs guaranteed securities

The SEC has not decided if synthetic guaranteed minimum withdrawal benefits should be be treated as securities.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 03, 2008
Age not automatic criterium for class actions

Plaintiff&#8217;s attorneys are going to have a tougher time seeking class action status in alleging the improper sale of an annuity.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 03, 2008
WaMu and Marsh leaders out the door

Washington Mutual board chairman Kerry Killinger and Marsh &amp; McLennan CFO and VP Matthew B. Bartley will leave their jobs.

By Bloomberg
MUTUAL FUNDS JUN 03, 2008
Direxion launches Dollar Bull fund

Dollar Bull 2.5x Fund seeks daily investment results, before fees and expenses, of 250% of the performance of the U.S. Dollar Index.

By Bloomberg
ETFS JUN 03, 2008
Gold Trust ETFs strengthen SEC, CFTC bond

The SEC approved trading in options on the Gold Trust shares and the CFTC approved trading in futures on them.

By Bloomberg
MUTUAL FUNDS JUN 03, 2008
Pershing adds array of funds

The firm had added American Funds, JennisonDryden, OppenheimerFunds Inc. and Van Eck Global to its mutual fund platform.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 02, 2008
MassMutual to buy First Mercantile

MassMutual announced that it had completed its purchase of First Mercantile Trust Co. from SunTrust Banks Inc. of Atlanta.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 02, 2008
New annuity-wrapped managed account sparks interest, confusion

The first income guarantee wrap-per around a managed-account portfolio hasn't even been sold yet, but its mere existence has sparked growing interest in retirement income products within the managed-accounts industry.

By Bloomberg
ALTERNATIVES JUN 02, 2008
REITs outperform broader market in 2008

Real estate investment trusts outperformed other major market benchmarks during the first five months of the year.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 02, 2008
Fixed-annuity sales up 35%

Estimated sales of fixed annuities were $18.1 billion in the first quarter, a 35% increase from the level a year earlier.

By Bloomberg
MUTUAL FUNDS JUN 02, 2008
Advisers cautious about Latin America

After five years when investing in Latin America was virtually a sure thing, some industry experts are beginning to caution that the good times may be coming to an end.

By David Hoffman
MUTUAL FUNDS JUN 02, 2008
A fund with shock absorbers

The theory behind the Dunham Appreciation &amp; Income Fund (DNAIX) is that by allocating half the portfolio to convertible bonds and preferred stocks and the other half to common stock, investors will experience a smoother long-term ride.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 02, 2008
Retirement income products just can't get adviser love

Like Goldilocks, financial advisers can't seem to find many new retirement income products that are &quot;just right.&quot;

By Bloomberg
MUTUAL FUNDS JUN 02, 2008
Industry executives tee off to fight cancer

More than 400 executives from 50 mutual fund and financial services companies are expected to raise $650,000 June 12 at the 14th annual Expect Miracles Golf Classic, sponsored by Mutual Funds Against Cancer.

By Bloomberg
ALTERNATIVES JUN 02, 2008
Hedge funds petition SEC to be included in waiver

The hedge fund industry wants parity with mutual funds in its ability to buy exchange traded funds under a Securities and Exchange Commission proposal to streamline ETF regulation.

By Bloomberg
MUTUAL FUNDS JUN 02, 2008
Excessive-fee case may head to Supreme Court

A recent court ruling makes it harder for investors who want to sue mutual fund advisers over &quot;excessive fees,&quot; but the case may be headed to the U.S. Supreme Court.

By Bloomberg