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MUTUAL FUNDS JUN 23, 2008
Hennessy Funds puts focus on distribution

Competing in a crowded, cost-focused market, 20-year-old Hennessy Funds is putting an emphasis on distribution.

ETFS JUN 23, 2008
Advisers view ETFs as ingenious invention

As an innovation, ETFs have no peer.

RIA NEWS JUN 23, 2008
Better than a toy

The idea for a Section 529 college savings plan gift registry came to Jeff Frese last year at a birthday party for his 4-year-old niece.

INDEPENDENT BROKER DEALERS JUN 23, 2008
Firms, not reps, at center of client relationships, judge implies

Last week's order that Next Financial Group Inc. stop violating privacy regulations when recruiting brokers upended a key tenet of independent-contractor broker-dealers: that independent representatives — and not broker-dealers — are at the center of the relationship with the clients.

RIA NEWS JUN 23, 2008
Not your average bear market, analyst says

"We would urge caution for investors attempting to call the bottom in the current environment," a Merrill strategist wrote.

FINTECH JUN 23, 2008
Salesforce.com unveils CRM for indie advisers

Salesforce.com Inc is going after the independent adviser market with Salesforce for Wealth Management, a customized, adviser-focused version of its popular customer relationship management application.

MUTUAL FUNDS JUN 23, 2008
Virtual portfolio boasts solid returns, multiple stars from Morningstar

After more than seven years of tapping into the Internet for the best stock pickers who are willing to run a virtual portfolio, Marketocracy Inc. has produced a top-tier mutual fund that is loosely subadvised by an eclectic group of individuals, most of whom have no connection to Wall Street.

LIFE INSURANCE AND ANNUITIES JUN 23, 2008
Market conditions right for fixed annuities

Market turmoil and rising interest rates might kick off a new season for the fixed annuity as the product emerges from the shadow of its variable cousin, an industry expert said.

FIXED INCOME JUN 23, 2008
Bond insurers try to erase insurance

Bond insurers are in talks with banks, looking to wipe away some $125 billion of insurance on debt securities.

RIA NEWS JUN 23, 2008
Rising dollar has managers on high alert

Some international-equity managers are wondering whether the drop in the greenback will continue, while others are beginning to implement currency hedges to protect their portfolios against a rise in the U.S. dollar.