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LIFE INSURANCE AND ANNUITIES JUL 14, 2008
State insurance regulators are angry about EIA proposal

State insurance regulators are displeased with the Securities and Exchange Commission and state securities regulators about a proposal that would regulate equity index annuities as securities rather than as insurance products, and one state insurance regulator is meeting with SEC Chairman Christopher Cox this week to address those grievances.

RETIREMENT PLANNING JUL 14, 2008
On a 401(k) mission

In his 20 years of managing clients' 401(k) plans, Michael T. Scarborough has seen numerous examples of mistakes made by investors who don't allocate enough of their salaries to saving for retirement.

RIA NEWS JUL 14, 2008
Retail demand grows for alternative strategies

Watching institutional investors achieve big gains in alternative investments has whet retail demand for mutual funds that incorporate alternative strategies.

RIA NEWS JUL 14, 2008
Bear market tests skills of financial advisers

On the heels of the stock market's worst June performance since 1930 and the official start of a bear market, financial advisers are calming clients' nerves and preparing them for more bad news.

PRACTICE MANAGEMENT JUL 14, 2008
July Week 2: Gardening is golden

Gardening is a popular hobby among boomers and retirees, so don’t underestimate the interest from your clients.

ETFS JUL 14, 2008
ETF to underlie Gulf nations index

The GCC Titans 40 Index measures the performance of 40 stocks traded in five of the Gulf Cooperation Council nations.

RETIREMENT PLANNING JUL 14, 2008
Women less aggressive than men in retirement saving

Women are less aggressive then men when it comes to saving for retirement, according to a new study.

RIA NEWS JUL 14, 2008
Guidelines for ETF investing

The increasing popularity of exchange traded funds has led advisers to seek new ways of incorporating ETFs in client portfolios.

ALTERNATIVES JUL 14, 2008
Investors seeking new choices

The pursuit of investment performance in an increasingly uncertain market is drawing more attention to alternative investment strategies, a situation that could place more pressure on financial advisers to step outside their traditional comfort zones.

RIA NEWS JUL 14, 2008
No sudden moves

While investors may want to make changes in the face of a volatile stock market, most financial advisers don't move assets around during challenging times.