Bloomberg

Bloomberg
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INVESTING 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.

NEWS INDUSTRY 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.

NEWS INDUSTRY NEWS FEB 11, 2008
Incapital snaps up LaSalle's B-D division

“This will create one platform and one-stop shopping for broker-dealer customers,” said Incapital CEO Tom Ricketts.

INVESTING MUTUAL FUNDS FEB 11, 2008
New mutual fund taps alternatives market

A new mutual fund is purchasing alternative investments — a strategy designed to defy market volatility when stock and bond prices are plunging.

RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 11, 2008
AIG stock tumble as it re-evalutes debt

The value of its super-senior-credit-default swap portfolio declined $5.9 billion and not $1.6 billion, AIG reported to the SEC.

INVESTING ESG FEB 11, 2008
Showing a little faith

People are no longer content to merely walk with God. They want to invest with him, too.

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

RETIREMENT 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.

NEWS RIAS 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.”

NEWS INDUSTRY NEWS FEB 08, 2008
Consumer confidence plummets

Survey shows consumers are worried about jobs, investments.