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RETIREMENT PLANNING JUN 09, 2008
Complex buyout deals spur need for advice

OPINION JUN 09, 2008
Past decade was traumatic for investors

The past decade, the first for <i>InvestmentNews</i>, has been a traumatic one for investors.

FINTECH JUN 09, 2008
Custodians morphed into multiservice companies

The custody business has evolved over the last decade.

OPINION JUN 09, 2008
How it all started for InvestmentNews

In the early 1990s, when I was in London, I ran across a weekly trade newspaper titled Money Marketing, aimed at British investment advisers.

INDEPENDENT BROKER DEALERS JUN 09, 2008
Indie biz model grows despite aggressive regulation

Over the past 10 years, the world of independent-contractor broker-dealers has been turned on its ear.

LIFE INSURANCE AND ANNUITIES JUN 09, 2008
Willis buys rival HRH for $2.1 billion

The insurance broker will acquire all of HRH&#8217;s outstanding shares of common stock for $46, 50% cash and 50% stock.

PRACTICE MANAGEMENT JUN 09, 2008
June Week 2: Planning lifestyle events

Now that you have identified several lifestyle event topics, it&#8217;s time to start planning for the event itself.

PRACTICE MANAGEMENT JUN 09, 2008
Internet changed financial landscape, spawned reforms

&quot;The marketplace always drives Washington,&quot; said Duane Thompson, managing director of the Financial Planning Association's Washington office.

ETFS JUN 09, 2008
Once a mere curiosity, ETFs now outshine mutual funds

Exchange traded funds were an oddity at the start of the decade.

FINTECH JUN 09, 2008
Eyeing assets, custodians aim to help advisers grow

Competition is stiffening among firms that keep assets under custody &#8212; and that situation could lead to cheaper, faster and better business for independent registered investment advisers.