Investing

Displaying 13197 results
MUTUAL FUNDS MAR 01, 2009
Investors angered by market losses

Neither investors nor their advisers are feeling particularly positive these days, according to research conducted by OppenheimerFunds.

ESG MAR 01, 2009

LIFE INSURANCE AND ANNUITIES FEB 27, 2009
S&P downgrades 10 insurers

Standard and Poor’s yesterday announced ratings downgrades for 10 major life insurers, including Genworth Financial Inc., Lincoln National Corp. and MetLife Inc.

MUTUAL FUNDS FEB 27, 2009
S&P raises volatility ratings on 10 funds

Standard & Poor's of New York today revised upward its fund volatility ratings on 10 U.S. offshore and European fixed-income funds.

MUTUAL FUNDS FEB 27, 2009
Reserve for fallen money fund set at $3.5 billion

A money-market mutual fund that notoriously "broke the buck" has set aside a $3.5 billion reserve to cover litigation costs and damages.

RIAS FEB 27, 2009
Obama tax plan winner? Tax-managed funds

President Obama’s proposal to raise taxes on affluent households, detailed in his budget plan today, could be a boon for tax-managed mutual funds.

ALTERNATIVES FEB 26, 2009
New-home sales plunged 48% in January

Sales of new single-family homes dropped more than 48% to a record low in Jan.

ETFS FEB 26, 2009
Should you dump mutual funds in favor of ETFs?

While it’s not wise to change your entire mutual fund investment strategy based on recent performance, it may be time to consider some alternatives like ETFs.

ALTERNATIVES FEB 26, 2009
Obama seeks to jack taxes on hedgers

All carried-interest distributions from private-equity funds and hedge funds would be taxed as ordinary income instead of capital gains under Obama's proposed budget.

MUTUAL FUNDS FEB 26, 2009
Fidelity to expand in muni bonds, capital markets

Fidelity Investments plans to increase its presence in the municipal-bond market, firm executives said in an interview.

MUTUAL FUNDS FEB 25, 2009
Congress attacks retirement security, target date funds

Congress today commenced an effort to determine whether legislation needs to be enacted to protect the retirement security of the country's aging population.

MUTUAL FUNDS FEB 25, 2009
E-Trade closes its index funds

E*Trade Financial Corp. has closed its line of four index funds with liquidations to take place no later than March 27.

MUTUAL FUNDS FEB 25, 2009
Eaton Vance 1Q profit down 57%

Eaton Vance Corp. said Wednesday its fiscal first-quarter profit shrank by more than half.

FINTECH FEB 25, 2009
Navy Federal partners with FundQuest

Navy Federal Asset Management LLC today announced the launch of a new managed account platform in partnership with FundQuest Inc. of Boston.

MUTUAL FUNDS FEB 25, 2009
Musical chairs at Columbia Funds

Columbia Management Group LLC recently changed portfolio managers at 20 teams that manage more than 55 mutual funds.

ALTERNATIVES FEB 25, 2009
Managed-futures funds cool down

Managed-futures funds, which finished 2008 as one of the best-performing alternative strategies, hit a bump in January.

ALTERNATIVES FEB 24, 2009
Paying off a mortgage

A client wants to pay off his mortgage with a retirement account distribution and is wondering about the short- and long-term financial ramifications.

ALTERNATIVES FEB 24, 2009
Commercial real estate dove 14.9% in December

Commercial real estate prices plunged 14.9% on average in December from the same month a year ago.

MUTUAL FUNDS FEB 24, 2009
Fidelity’s income dropped 18% in 2008

Fidelity Investments, the world’s biggest mutual fund company, reported today that its operating income dropped 18% last year.

RETIREMENT PLANNING FEB 24, 2009
Today’s worst funds will be tomorrow’s best, analyst says

When combing through new investment ideas, advisers would be wise not to ignore mutual funds and separate-account strategies at the bottom of the heap.