Bloomberg

Bloomberg
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ETFS APR 14, 2008
Barclays ads tout iShares - and advisers - to investors

Responding to advisers who complain that the iShares brand means little to their clients, Barclays Global Investors is modifying its marketing.

RETIREMENT PLANNING APR 14, 2008
Consumers increasingly take loans from retirement plans

With the economy deteriorating and prices for gas and heating fuel skyrocketing, consumers who are seeking new sources of cash are increasingly jeopardizing their retirement income by taking out loans from their retirement plans.

ETFS APR 14, 2008
ETNs are enjoying steady growth

As more companies begin to offer exchange traded notes, it's beginning to look like the small but growing ETN universe could one day be a competitor to mutual funds and exchange traded funds.

MUTUAL FUNDS APR 14, 2008
TIAA-CREF’s new CEO faces challenges

As Roger W. Ferguson Jr. takes the helm of TIAA-CREF today, he assumes control of a company that often frustrates financial advisers.

MUTUAL FUNDS APR 14, 2008
Mutual fund expenses held steady in '07

The era of declining mutual fund expenses is over, and in fact, the cost of investing in a fund may soon be headed back up.

LIFE INSURANCE AND ANNUITIES APR 14, 2008
Iowa moves to ban STOLI products

The Iowa Legislature has approved a bill to ban stranger-originated life insurance practices.

ETFS APR 14, 2008
Mutual fund seeks diversification through ETFs

The original thinking behind the development of the SmartGrowth ETF Lipper Optimal Growth Index Fund (LPGAX) was to create a viable alternative to traditional asset allocation models.

MUTUAL FUNDS APR 14, 2008
Sentinel launches two do-good mutual funds

Expanding into what some industry observers see as a significant growth area, Sentinel Asset Management Inc. last week launched two funds focused on socially conscious investing.

WIREHOUSES APR 14, 2008
'Rep-as-adviser' programs on rise

"Rep-as-adviser" programs are gaining interest among brokerage firms as an alternative to the banned fee-based brokerage accounts, according to a report by Cerulli Associates Inc.

RIA NEWS APR 14, 2008
Federated posts strong first quarter

The Pittsburgh-based money manager reported that its preliminary net income rose to $55.8 million, or 55 cents per share.