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ETFS AUG 25, 2008
Interview with Bruce Bond

The exchange traded fund world got a little more exciting this year with the introduction of the first truly actively managed ETFs.

ETFS AUG 25, 2008
Boom in ETFs seems to have ended

The boom in exchange traded funds appears to have come to an end.

MUTUAL FUNDS AUG 25, 2008
Weathering the storm

Portfolio managers who battened down their hatches for credit market squalls, falling U.S. rates and a sagging greenback led the ranks of fixed-income performers for the 12-month period through June 30, according to Morningstar Inc.'s separate-account/commingled-fund database.

RIA NEWS AUG 25, 2008
ETNs offer other choices

Exchange traded notes — close cousins to exchange traded funds — are starting to catch on with some financial advisers because they allow access to hard-to-reach markets.

WIREHOUSES AUG 25, 2008
Schwab advisers lure wirehouse clients, do-it-yourselfers

In a market roiled with trouble and strife, advisers who keep assets under custody with Schwab Institutional appear to be picking up clients from wirehouses and do-it-yourself investors at a prodigious rate.

MUTUAL FUNDS AUG 25, 2008
Managers, advisers divided about weighting insurance

The second quarter hasn't been kind to mutual funds that focus on the life insurance sector.

PRACTICE MANAGEMENT AUG 25, 2008
August Week 4: Communicating new service levels

Now that levels have been defined, you must communicate your new service levels to your clients.

ETFS AUG 25, 2008
XShares to revamp HealthShares ETFs

Fifteen HealthShares exchange traded funds will close as part of a reorganization of the 19 HealthShares ETFs.

LIFE INSURANCE AND ANNUITIES AUG 25, 2008
NAIFA knocks SEC annuities proposal

The group will oppose the SEC's proposal to regulate certain indexed annuities as securities.

LIFE INSURANCE AND ANNUITIES AUG 25, 2008
Fixed-annuity sales zoom in second quarter

Sales hit an estimated $24.6 billion during the second quarter, up 54.1% from the second quarter of 2007.