Bloomberg

Bloomberg
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INVESTING ALTERNATIVES SEP 09, 2008
Firms heed call of alternative investments

The appeal of alternative-investment strategies is becoming increasing apparent to traditional money management firms trying to capture a piece of that market, according to the latest research from Cerulli Associates Inc. in Boston.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 08, 2008
September Week 1: Start your client-tiering segmentation

The key to capturing rollover from qualified savings plans is right in each adviser’s office — your own client list.

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 08, 2008
Phoenix unveils living-benefit riders

The Phoenix Cos. Inc. of Hartford, Conn., today launched its suite of living-benefit riders, with two new additions.

INVESTING ALTERNATIVES SEP 08, 2008
Hedge fund assets hit $1.7 trillion

The asset management arm of JPMorgan Chase & Co. held the top spot in a ranking of assets managed by hedge funds, with $48.1 billion as of July 1.

NEWS INDUSTRY NEWS SEP 08, 2008
Dividend reinvesting seen as smart in volatile market

To reinvest or not to reinvest — that's a question facing today's nervous investors as they wonder whether it's best to plow back dividend distributions or use the money elsewhere.

RETIREMENT RETIREMENT PLANNING SEP 08, 2008
403(b) plan participants save less than 401(k) investors

Participants in 403(b) plans tend to be more conservative and set aside less money than those in 401(k) plans, according to a new study.

NEWS INDUSTRY NEWS SEP 08, 2008
Low returns spur big cuts for money managers

As leaner times sweep through the asset management industry, everything from travel expenses and catering services to payroll (read: bonuses) is on the chopping block.

NEWS INDUSTRY NEWS SEP 08, 2008
A feel-good ad campaign

MassMutual Financial Group is counting on the fact that consumers worry about whether they have made the right financial choice with its new campaign, Good Decisions.

INVESTING ETFS SEP 08, 2008
Grail poised to introduce actively managed ETFs

Grail Advisors LLC of San Francisco intends to enter the defined contribution market by offering actively managed, transparent equity exchange traded funds, said William Thomas, chief executive of the firm.

INVESTING ETFS SEP 08, 2008
How to time ETF buying decisions

When you trade exchange traded funds, you can choose from two primary types of entries, depending on the chart pattern of the actual trade setup.