Investing

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ALTERNATIVES NOV 02, 2007
Merrill said to hide losses behind hedges

Sources say the firm has been asking hedge funds to take on mortgage-related securities.

ETFS NOV 01, 2007
ETFs assets grow 3.8% in October

It was the ETF Insider's index of the top 50 exchange traded funds' second-strongest month this year.

FIXED INCOME NOV 01, 2007
Bonds sales up 31% since Oct. '06

The bond market is recovering from the credit crisis, with $41.4 billion bonds sold in October.

ETFS OCT 29, 2007
WisdomTree yields new ETF

Tomorrow, WisdomTree Trust will debut an ETF offering exposure to small-cap stocks in emerging markets.

RETIREMENT PLANNING OCT 29, 2007
QDIA rules expected to have widespread ramifications

The new regulations from the Department of Labor covering qualified default investment alternatives will have widespread ramifications for both financial advisers and insurance companies.

ALTERNATIVES OCT 29, 2007
Move to register hedge funds could spur relocations

California's proposal to register hedge funds could drive much of the industry out of the state, experts say.

MUTUAL FUNDS OCT 29, 2007
Younger boomers off the radar screen

Mutual fund companies catering to the first wave of baby boomers, now nearing retirement, may be neglecting younger boomers who have many more years of work still ahead of them.

ETFS OCT 29, 2007
Most investors can't distinguish ETFs from mutual funds

Exchange traded funds are becoming a must-have for individual investors, but few of them know exactly what they are, how they work or what makes them different from their mutual fund cousins, advisers observed.

MUTUAL FUNDS OCT 29, 2007
Brokers' fund choices are limited for reasons of compliance, report says

Brokerage firm advisers are offering investors fewer mutual funds because the compliance burden of putting clients into new funds are too onerous, according to a report by Westwood, Mass.-based Hobson & Co.

MUTUAL FUNDS OCT 29, 2007
Maintaining fixed short position may be a mistake in 130/30s

Quantitative investment strategies that maintain consistent long and short exposures, commonly known as 130/30s, are hot.

MUTUAL FUNDS OCT 29, 2007
Expenses are a high priority for 401(k) investors

While 401(k) investors' choices of mutual funds vary widely, one element of concern seems to be constant: cost.

MUTUAL FUNDS OCT 29, 2007
FSI defends 12(b)-1s on 'Capitol Hill Day'

Members of the Financial Services Institute Inc. met with members of Congress and their staffs on Capitol Hill Oct. 10, in a push to retain in their current form 12(b)-1 fees, which the advisers say are crucial to their work with smaller clients.

MUTUAL FUNDS OCT 29, 2007
More funds with managed payouts coming

More mutual funds are being developed that offer managed payouts designed to give investors a steady stream of income.

MUTUAL FUNDS OCT 29, 2007
Investors aren't exactly wild about Harry

Investors continue to bail as Harry W. Lange celebrates his two-year anniversary as the manager of the Fidelity Magellan Fund on Wednesday, although it's clear that the fund's performance is on the mend.

MUTUAL FUNDS OCT 29, 2007
Fund company marketing brochures miss sweet spots

Financial advisers focus only on sales brochures and fund information that is germane to their financial practices; otherwise, marketing efforts fail to attract their attention, even momentarily, according to a soon-to-be released report.

MUTUAL FUNDS OCT 25, 2007
Fidelity announces multi-managered group

Fidelity's VIP Contrafund Portfolio will be managed by a multi-manager group of seven managers.

ETFS OCT 24, 2007
Barclays debuts iPath ETNs

Barclays has launched eight exchange-traded notes to track commodities on NYSE Arca today.

ETFS OCT 24, 2007
Claymore unveils dividend-rotation ETF

The Claymore/Zacks Dividend Rotation ETF will follow the Zacks Dividend Rotation Index from Zacks Investment Research Inc.

ALTERNATIVES OCT 23, 2007
Hedge funds thrive in third quarter

Investors pumped $45.2 billion into the hedge fund industry during the third quarter, according to data from Hedge Fund Research.

MUTUAL FUNDS OCT 22, 2007
Sales of B shares continue to wane

Dwindling assets and intense regulatory scrutiny continue to take their toll on mutual fund B shares, which at the current rate of attrition are likely to become nearly extinct inside five years.