Investing

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ALTERNATIVES JUN 24, 2010
Warning: Some clients are smarter than they appear

Understanding how to use options as a risk-management tool and as a generator of additional income can't hurt.

ETFS JUN 24, 2010
Vanguard latest to drop commissions on ETFs

Move comes months after competitors Charles Schwab & Co. and Fidelity Investments separately eliminated commissions on certain ETFs

MUTUAL FUNDS JUN 21, 2010
S&P Picks: The Dreyfus Appreciation Fund

Dreyfus Appreciation Fund Ticker:(DGAGX) ranks as an S&P five-star Domestic Equity mutual fund because of its relatively strong track record, its ownership of stocks that S&P Equity Research views on average to be undervalued and having financial strength, and S&P's view that DGAGX assumes less risk and incurs relatively low costs for its shareholders than its large-cap core peers.

EMERGING MARKETS JUN 21, 2010
Soros blames Germany for 'endangering' euro

Famed hedge fund manager claims country's budget austerity could trigger deflationary spiral in Europe

MUTUAL FUNDS JUN 20, 2010
Putnam plans to launch multicap-equity funds

MUTUAL FUNDS JUN 18, 2010
Federated looking to snap up more money funds, says Donahue

Acquisitive company looking at 'everything that goes by'; Pioneer Investments being eyed?

FIXED INCOME JUN 18, 2010
Doubleline's Gundlach sells Treasuries, buys corporate bonds

Bond guru slashes holdings in government paper from 'overweight' to 'small underweight'; sees 'long-term bottoming process'

Moving target: Sky-high turnover in Putnam's TDFs
MUTUAL FUNDS JUN 18, 2010
Moving target: Sky-high turnover in Putnam's TDFs

Data shows an 83% flip rate over past three years; firm cites revamp of Retirement Ready line

ETFS JUN 18, 2010
Vanguard eyes offering ETF model portfolios to advisers

Such portfolios seen as the next big push for providers of exchange-traded funds

FIXED INCOME JUN 18, 2010
It's time to sound the alarm on the bond bubble

The capital markets continually set traps for the unwary, and it is financial advisers' responsibility to help their clients avoid them.

ALTERNATIVES JUN 18, 2010
Pimco: A debt bet to avoid

The rally in bonds from real estate investment trusts that's made property debt the best performer this year is overdone as a slowing economy may threaten their performance, according to Pacific Investment Management Co.

Playing both long and short opportunities in the markets: Podcast
EQUITIES JUN 18, 2010
Playing both long and short opportunities in the markets: Podcast

Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC, shared some insights on how the stock market is uniquely poised to present both short and long investment opportunities in what he calls a “tale of two markets.'

RETIREMENT PLANNING JUN 17, 2010
SEC proposes new disclosures for target date funds

Federal regulators on Wednesday proposed new disclosure rules for target-date retirement funds that would require sponsors to spell out how they are investing the money and to warn about risks.

ETFS JUN 17, 2010
ETF of the month: The iShares S&P Global 100 Index Fund

S&P thinks it is appropriate to put a global equity ETF like IOO into the strategic or core part of a portfolio that provides broad representation in major markets.

RETIREMENT PLANNING JUN 17, 2010
S&P: Getting healthy, wealthy and wise

Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.

Target date fund disclosure plan falls short of the mark, say critics
MUTUAL FUNDS JUN 16, 2010
Target date fund disclosure plan falls short of the mark, say critics

Fund industry participants lauded the SEC's latest attempt to boost target date fund disclosure — but say that more could be done to help clarify the investments for participants.

Labor Dept., SEC to issue alert on target date funds: source
MUTUAL FUNDS JUN 16, 2010
Labor Dept., SEC to issue alert on target date funds: source

The Department of Labor and the securities regulator are said to be working on a joint consumer alert about target date funds. Other guidance from the DoL is in the offing, too.

RETIREMENT PLANNING JUN 16, 2010
Labor Dept.'s 401(k) proposal could rock pension advice business

The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product recommended by the adviser.

MUTUAL FUNDS JUN 14, 2010
Putnam slashes sales charge, broker payout on three funds

In a bid to ease investors out of cash and back into the market, Putnam Investments is dropping the sales charge and broker payout on the Class A and Class M shares of three of its mutual funds.

MUTUAL FUNDS JUN 14, 2010
Putnam CEO Bob Reynolds off to a strong start, but challenges remain

When Robert L. Reynolds took over as president and chief executive of Putnam Investments in June 2008, the once-mighty fund company was sinking fast.