Bloomberg

Bloomberg
Displaying 13131 results
NEWS INDUSTRY NEWS SEP 02, 2008
Ladenburg lures vets to focus on Gen X/Y

Ladenburg Thalmann continued its expansion into the independent-contractor B-D industry by snagging two managers from Ameriprise Financial.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 02, 2008
Study: Women should lighten equity load

Due to their longer life expectancies, woman should allocate much less to equities than advisers normally recommend, according to an academic paper.

NEWS INDUSTRY NEWS SEP 01, 2008
Appeal of alternatives overstated?

The market for alternative investments among retail investors may not be as robust as the industry anticipates, according to recent survey conducted by Keefe Bruyette & Woods Inc.

INVESTING ETFS SEP 01, 2008
Improved regulatory climate helps propel ETFs' growth

With new products emerging and a streamlined global regulatory regime on the horizon, the scope and popularity of exchange traded funds is growing.

INVESTING 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.

INVESTING 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.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 01, 2008
Wealthy wives want equal treatment from advisers

Married wealthy women want to be treated as equal partners in terms of financial decisions when they meet with financial advisers, according to a study from Mintel International Group Ltd. released exclusively to <i>InvestmentNews</i>.

YOUR PRACTICE 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.

YOUR PRACTICE 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.

INVESTING 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.