Bloomberg

Bloomberg
Displaying 13046 results
MUTUAL FUNDS MAY 19, 2008
Board chairmen, independent directors band together

To preserve their watchdog role and face down calls for change, independent mutual fund board chairmen and lead independent directors are banding together.

PRACTICE MANAGEMENT MAY 19, 2008
May Week 3: Identifying your top-five retirement services

To create a memorable story about your practice and retirement services you must go beyond branding.

MUTUAL FUNDS MAY 19, 2008
Oppenheimer reopens value fund

A rough start to the year has become a kind of backhanded blessing to the Oppenheimer Small & Mid Cap Value Fund (QVSCX).

REGULATION, LEGAL & COMPLIANCE MAY 19, 2008
Sarbanes urges stricter fiscal oversight

The U.S. subprime meltdown will result in more-stringent banking regulations, according to former Sen. Paul Sarbanes.

FIXED INCOME MAY 19, 2008
Tax exemptions for bonds upheld

The Supreme Court has ruled that Kentucky can continue to tax out-of-state muni bonds, while not taxing in-state ones.

MUTUAL FUNDS MAY 19, 2008
12(b)-1 fee fix plan gets mixed reaction

The mutual fund industry should consider itself lucky if, as expected, the SEC this summer recommends placing a cap on 12(b)-1 fees some investor now pay annually via "level loads," industry experts said.

ALTERNATIVES MAY 19, 2008
Smaller hedge funds outpace bigfoot firms

Smaller, newer hedge funds continue to outperform the big dogs, according to the research from PerTrac Financial Solutions.

MUTUAL FUNDS MAY 19, 2008
FRC halts public release of fund flows

Financial Research Corp. has stated that it will no longer make available firm-specific fund flow data to the general public, the media and others who have not paid to receive it.

ETFS MAY 19, 2008
Cousins create firm with flat fees, passive investing

Bob Luxenberg was trying to decide where to invest several million dollars that he had earned building technology businesses in Silicon Valley when he unearthed his latest venture.

WIREHOUSES MAY 19, 2008
Citi to take more active role in SMAs

For the first time, starting in July, Citigroup Inc.'s managed-account platforms will start advising Smith Barney reps and Citi private bankers on when to buy and sell specific money managers and mutual funds for their clients.