Bloomberg

Bloomberg
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MUTUAL FUNDS AUG 04, 2008
Taking a broad view of 'environmentally friendly'

Demand for "green" investing is growing, studies show, but opinions vary widely on what makes an investment green.

ALTERNATIVES AUG 04, 2008
New IRS rulings affect investors

Three new revenue rulings released by the Internal Revenue Service over the past few weeks are likely to have substantial effects on investors.

REGULATION, LEGAL & COMPLIANCE AUG 04, 2008
Advisers cheer Finra pilot on arbitration panels

Many advisers who have been involved in arbitration cases are welcoming a move to give investors the option of having all-public arbitration panels.

RIA NEWS AUG 04, 2008
Advisers using separately managed accounts to tame bear

Tax loss harvesting and defensive portfolios have been the way to go for financial advisers who rely on separately managed accounts — particularly during rocky equity markets.

RIA NEWS AUG 04, 2008
Advisers see opportunity in private loans, mortgages

As fallout from the mortgage crisis leads to tighter restrictions on lending, some financial advisers are finding opportunities to fill a void for their clients by entering the lending business.

MUTUAL FUNDS AUG 04, 2008
American to introduce international fund

For the first time in almost a decade, American Funds plans to launch a new equity fund.

RIA NEWS AUG 04, 2008
HSBC, Fortis, IntercontinentalExchange

HSBC's net income for the first six months was down 29% at $7.7 billion, compared with $10.9 billion a year ago.

MUTUAL FUNDS AUG 04, 2008
Critics seize upon Vanguard's handling of U.S. Growth Fund

The Vanguard Group Inc.'s handling of its lackluster U.S. Growth Fund threatens to tarnish the company's reputation for putting investors first.

FINTECH AUG 04, 2008
Outsourcing is the answer for small firms, some say

Some financial advisers are finding that outsourcing most of their day-to-day tasks, including many administrative duties, saves time and is cost-effective.

RIA NEWS AUG 04, 2008
How low can it go?

Adviser confidence in the economy and stock market dropped even further last month, according to Rydex AdvisorBenchmarking Inc.'s Advisor Confidence Index.