Bloomberg

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ALTERNATIVES JUL 21, 2008
Advisers blast hedge funds for poor communications

Although financial advisers are the key drivers in the generation of hedge fund sales, it appears the hedge fund industry and advisers aren't connecting as well as they might, according to a new study.

MUTUAL FUNDS JUL 21, 2008
Fund industry lobs proxy counterpunch

Stung by media and union criticism that their proxy votes are in the pockets of corporate management, the mutual fund industry is fighting back.

RIA NEWS JUL 21, 2008
Economists feeling a bit more hopeful

Economists at major U.S. corporations believe that the economy will steer clear of a recession.

PRACTICE MANAGEMENT JUL 21, 2008
July Week 3: Retirement management summit

This event positions your practice as a retirement resource for baby boomers and helps encourage referrals.

REGULATION, LEGAL & COMPLIANCE JUL 21, 2008
Wachovia hits Edwards reps with raiding suits

Wachovia Securities LLC of St. Louis continues to file lawsuits against groups of legacy A.G. Edwards brokers who have left the firm.

LIFE INSURANCE AND ANNUITIES JUL 21, 2008
Settlement reached in ‘living trust mill’ suit

American Equity Investment Life Insurance has settled a class action for $16.4 million over abusive annuity sales.

RIA NEWS JUL 21, 2008
Fannie, Freddie still favorites in some funds

Although the stock prices of mortgage giants Fannie Mae and Freddie Mac were bruised, a handful of mutual funds continue to hold the securities, either because they underestimate the risk or because they are smarter than the average bear.

FIXED INCOME JUL 18, 2008
MSRB to improve transparency

The board took action to improve transparency in the municipal bond market during its three-day meeting.

FINTECH JUL 18, 2008
Tech survey, Scivantage and Windham

In a recent survey, 321 advisers were asked to identify their three biggest areas of difficulty out of 10 system areas.

RIA NEWS JUL 18, 2008
Citi beats Street, Merrill mauled

Citigroup lost $2.5 billion in the second quarter while Merrill Lynch was down $4.65 billion.