Bloomberg

Bloomberg
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RIA NEWS FEB 11, 2008
Futures markets handicap winners of primaries

Speculators seem to know more than political pundits when it comes to predicting election outcomes.

ALTERNATIVES FEB 11, 2008
Hedge fund advice from an old sage

Because of the market volatility of recent days, determining which hedge funds will perform well is as difficult a task as it has ever been.

RETIREMENT PLANNING FEB 11, 2008
Plan sponsors brace for new regs

Complying with new 401(k) fee disclosures will be an arduous task, said a number of leading attorneys.

LIFE INSURANCE AND ANNUITIES FEB 11, 2008
Clinton's run for presidency may raise profile of stalled bill

Sen. Hillary Clinton's bid for the White House may rekindle momentum behind a bill she co-sponsored last year that would offer a tax break on some annuities, according to a retirement trade group.

MUTUAL FUNDS FEB 11, 2008
Pioneer fund hits the big 8-0

If an investor had invested $1,000 in the Pioneer Fund when it was launched in 1928, his or her heirs would be millionaires today.

RIA NEWS FEB 11, 2008
Mark R. Fetting of Legg Mason

Mark R. Fetting thinks that he can hit the ground running as the new president and chief executive at Legg Mason Inc.

INDEPENDENT BROKER DEALERS FEB 11, 2008
Next Financial, Raymond James reach settlements

A broker who was recently booted from the securities industry has cost Next Financial Group Inc. and Raymond James Financial Services Inc. dearly — with the two firms paying out almost $850,000 to settle cases involving clients who got burned.

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.

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.

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.