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MUTUAL FUNDS MAR 03, 2008
New global fund raises questions

Dodge & Cox's intention to launch a global-stock fund in April or May has observers trying to read the tea leaves.

LIFE INSURANCE AND ANNUITIES MAR 03, 2008
Insurers are touting no-load, low-cost VAs

Registered investment advisers just might be the next big ticket for the insurance industry.

ETFS MAR 03, 2008
Attracting assets eludes ETFs based on fundamental indexes

Exchange traded funds that are based on fundamental indexes have ballooned in number, but they are having a hard time attracting assets.

MUTUAL FUNDS MAR 03, 2008
Fund companies modify value-added programs

Mutual fund companies are arming their wholesalers with new tools to help financial advisers manage client anxiety about the roller-coaster markets and unsettling financial news.

RIA NEWS MAR 03, 2008
The downside of downside protection

Despite the historical success of using a combination of stocks and bonds to provide downside and upside protection, investors continue to search for new investment vehicles that purport to offer improved methods of limiting investment losses.

RIA NEWS MAR 03, 2008
HSBC posts sunny returns

HSBC Group Holdings reported a 13%% rise in earnings for 2007 aided by an increase in client assets and the launch of new private-equity investment platforms.

PRACTICE MANAGEMENT MAR 03, 2008
March Week 1: Communicating with clients

How do you become a better communicator? Learn how in the first of a four-week step-by-step program.

LIFE INSURANCE AND ANNUITIES MAR 03, 2008
Insurance industry expects a tax hike but not this year

Although 2008 probably won't be a year for any significant tax changes, the insurance industry is preparing for 2009 and 2010, when tax increases appear likely.

ETFS MAR 03, 2008
William McNabb III

Financial advisers know little of William McNabb III, who today replaces John J. Brennan as president of The Vanguard Group Inc. and who will be taking Mr. Brennan's position of chief executive in about a year.

MUTUAL FUNDS MAR 03, 2008
Tom Orecchio

Tom Orecchio has some bones to pick.