Investment products

Fixed and variable annuities and mutual funds all rise at the end of the first quarter, but will the run last?

Current trading culture in fund industry runs contrary to basic investing principles, Jack Bogle says.

Former top PIMCO executive looks for new direction for firm.

Retail investors are expecting a roller coaster ride in the stock market over the next few months making it critical to re-evaluate investment strategies and determine goals going forward.

The naming of Sam Peters to run Bill Miller's $4.2 billion fund is seen as yet another step in the eventual successor plan.

Alternative-investment industry could get huge break if products are approved as UCITS.

The Hartford Financial Services Group has seen a surge in sales of retirement plans to charitable and religious organizations prompting the insurance and wealth management company to add three faith-based investment fund families to help boost growth.

By hiring seasoned industry professional Joyce T. Shapiro, Franklin Templeton Real Estate Advisors (FTREA) believes it has found a way to hedge against inflation and deliver reliable income.

Wholesaler support and better client-focused materials are vital to annuities’ sales growth.

Municipal bond mutual funds continued to garner cash last week despite the flight from risk that has driven most of the flows this month.

The sub-Saharan markets have seen 11% growth over the past five years, far surpassing the U.S market.

State Street Global Advisors and Nuveen Investments launched an exchange-traded fund tracking Build America Bonds yesterday as investment vehicles devoted to taxable municipal debt continue to proliferate.

The new offering extends beyond Fidelity’s investment-grade offerings to offer access to some of the ‘largest and most successful companies in America.’

Managers see plenty of opportunities ahead from new regulations and disconnects in the capital markets.

The fund family, which will include a proprietary family of Canadian funds, is an effort to bring the investment capabilities of MFS Investment Management, Sun Life’s Boston-based asset management arm, to Canadian retail investors.

Congress should repeal the SEC's 1992 blanket exemption for asset-backed pools and re-examine the appropriateness of the $5 million-$25 million tests in the 1996 exemption.

According to monthly data assets held in U.S. exchange-traded funds rose 2.9% from a month earlier to $830 billion.

The Securities and Exchange Commission is launching a nationwide inquiry into the municipal market that will lead to recommendations for specific statutory and regulatory changes to better protect investors, an SEC official said at the Investment Company Institute general membership meeting here Friday.

Donohue: ‘We are moving quickly.’

There’s a move for more transparency in target-date funds, although some market observers are convinced they won’t solve the current problems.