InvestmentNews - The Leading News Source for Financial Advisers

Thursday, May 15, 2008	Register \| Subscribe / Renew \| Customer Service \| RSS	Current Issue
	Archives Stock Lookup ETF/Fund Lookup	Current Issue

e-Newsletters

Events

Resources

Special Report

SMAs continue to win over advisers despite drop in growth

SMAs ranked by first-quarter returns - Domestic equity

SMAs ranked by first-quarter returns - International equity

SMAs ranked by first-quarter returns - U.S. fixed income

SMAs ranked by first-quarter returns - U.S. municipals

At the Bell

At the bell

Adviser's Bookshelf

Valuation critical to earning hefty returns

Investment Strategies

The merits of small companies

Fiduciary Corner

A duty to monitor proxy voting

Retirement Watch

Health care is part of wealth care

Short Interests

The week ahead

IN events

Suits by day, guitars by night

Self-made confident they can weather recession

Obama wins second prize among financial advisers

Tech Tips

Boulevard R offers actionable financial plans

Prime Numbers

Street Wise

Tech manager sees reason for optimism

People

Latest News Updated: 5/15, 2:27 PM ET

JPMorgan to begin trading oil

By Aaron Siegel | May 15, 2:26 PM EST

JPMorgan Chase & Co. will begin trading oil by yearend, increasing its exposure to a commodity within the next year.

Merrill overhauls stock rating system

By Andrew Coen | May 15, 2:13 PM EST

A new system for ratings stocks requires analysts to assign “underperform” ratings to one out of every five stocks they cover.

NAPFA National Conference

Group to take financial advice on the road

By Frederick P. Gabriel | May 15, 1:14 PM EST

NAPFA will join forces with TD Ameritrade to launch a year-long bus tour to promote financial literacy across the country.

IN Retirement

Health care is part of wealth care

By Lewis J. Walker | May 15, 12:43 PM EST

What would be the financial consequence if one of your clients lost his or her physical and/or mental independence?

Report: UBS to be asked for U.S. client names

By Aaron Siegel | May 15, 12:18 PM EST

A subpoena would demand the names of American clients who may have used the firm’s services to avoid paying taxes.

More of Today's Headlines

This Week

Top Headlines

Proposed privacy rules rile small brokerage firms

By Bruce Kelly

Small and independent-contractor brokerage firms are convinced that the SEC's proposed changes to privacy rules related to client information will crush them with new costs and burdensome procedures.

***

ICI meeting covers use of alternatives in funds

By David Hoffman

The use of alternative hedge-fund-like strategies within mutual funds was a hot topic of discussion last week at the Investment Company Institute's 50th annual general membership meeting in Washington.

***

Housing bailout faces tough road

By Janet Morrissey

A massive bailout package passed last week by the House and touted as the government's most aggressive effort to date aimed at resolving the housing crisis faces an uphill battle in getting passed into law.