Bloomberg

Bloomberg
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ETFS FEB 11, 2008
When ETFs pass along gains

Investors often ask me why an exchange traded fund they own paid a big gains distribution. The answer is simple, but the lessons can affect the advice you give your clients.

RIA NEWS FEB 11, 2008
Fidelity's Q4 broker assets break record

Total brokerage client assets reached a record $1.99 trillion, a 17% increase from the previous year.

OPINION FEB 11, 2008
Defined Benefit Plans Can Boost Retirement Savings of Self-employed

LIFE INSURANCE AND ANNUITIES FEB 08, 2008
Net lower at Nationwide, Protective Life

Fourth quarter profits down 50% at Nationwide, off 29% at Protective Life.

RIA NEWS FEB 08, 2008
TD Ameritrade’s Bradley wins award

Texas Tech University's financial planning department to honor J. Thomas Bradley Jr. as “Visionary of the Year.”

RIA NEWS FEB 08, 2008
Consumer confidence plummets

Survey shows consumers are worried about jobs, investments.

RIA NEWS FEB 08, 2008
Stimulus package may improve GDP

The gross domestic product will improve slightly because of the $150 billion economic stimulus package.

ALTERNATIVES FEB 08, 2008
Hedge funds hit hard in January

Hennesse Hedge Fund Index falls 2.4%, the fourth worst month ever.

MUTUAL FUNDS FEB 08, 2008
Dreyfus appoints new top management

John Baum named chief executive, J. Charles Cardona to be president when Tom Eggers retires.

REGULATION, LEGAL & COMPLIANCE FEB 08, 2008
Regulators act to protect seniors

The SEC, FINRA and NASAA will seek input on firms’ best practices to protect senior investors.