Bloomberg

Bloomberg
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WOMEN ADVISOR COMMUNITY SEP 01, 2008
African-Americans, Hispanics struggle to maintain lifestyle

Remaining in the middle class has been especially tough for African-American and Hispanic families in this year's difficult economic times, according to financial advisers and a recent public-policy report.

WOMEN ADVISOR COMMUNITY SEP 01, 2008
Survey: Most women not very trusting of advisers

The good news is that women trust financial advisers more than automobile mechanics. The bad news is that they trust advisers less than insurance agents.

ALTERNATIVES SEP 01, 2008
Industrial REITs take hit as global economy slows

Despite consistently having generated above-average returns during much of the past six years, industrial real estate investment trusts, especially those with a global reach, are slipping along with the economy.

MUTUAL FUNDS SEP 01, 2008
DFA sees new international opportunities

To capitalize on international investing, Dimensional Fund Advisors LP has launched an international-equity fund despite comparatively stronger U.S. stock market performance.

MUTUAL FUNDS SEP 01, 2008
Mutual fund allots portion of fee to charity

Maybe this will make fund fees easier to bear. The Davlin Philanthropic Fund, which was launched in July, will donate one-half percentage point of its 1.65% expense ratio to charities picked by its investors.

RIA NEWS SEP 01, 2008
Auction settlements snub corporate buyers

Recent regulatory settlements by Citigroup Inc. and other big banks have set the tone for what corporate investors can expect from the auction rate securities mess.

RIA NEWS SEP 01, 2008
Rydex, DWS push education on alternative investments

Good information on how to use alternative, hedge-fund-like, retail-oriented investments is hard to come by, according to industry experts, but some asset managers are hoping to change that.

WIREHOUSES SEP 01, 2008
Court voids non-compete contracts

RETIREMENT PLANNING SEP 01, 2008
401(k)s tapped for loans less than in 2007

Despite reports this year that more people were borrowing from their 401(k) plans to cover daily expenses, the latest data from several plan providers show that the number of loans have fallen in some cases.

RIA NEWS SEP 01, 2008
Carbon trading set to expand in U.S.

With a shot at becoming a $1 trillion market in little more than a decade, carbon trading is poised to take a major step forward in the United States.