Bloomberg

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

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

NEWS INDUSTRY NEWS JUN 09, 2008
Thank tax law for college savings plans

Aug. 17, 2006, was probably the happiest day in the history of the Section 529 college savings plan business.

YOUR PRACTICE FINTECH JUN 09, 2008
Adviser software expected to speak the same language

The grandest prediction being made about financial adviser technology is that in the next few years, much of the industry's software will speak the same language.

NEWS INDUSTRY NEWS JUN 09, 2008
REITs move from alternative to mainstream

What a difference a decade makes.

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

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

INVESTING 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.

INVESTING ETFS JUN 09, 2008
Mutual fund big three will continue to dominate market

In 2018, the mutual fund business will look much like today's, industry experts predict.

NEWS INDUSTRY NEWS JUN 06, 2008
Fidelity announces extent of layoffs

Fidelity Investments laid off 550 workers this week, largely from its personal and workplace investing unit and human resource services unit.

RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 06, 2008
AIG probed on subprime-mortgage contracts

The insurer’s valuation of credit default swaps are in question, according to The Wall Street Journal.

INVESTING MUTUAL FUNDS JUN 06, 2008
FundQuest and United Planners offer UMA

The platform will include eight product solutions, four mutual fund portfolios and the FundQuest ActivePassive Portfolio.