Bloomberg

Bloomberg
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RIA NEWS JAN 04, 2008
Unemployment claims climb to 5%

Growth in U.S. payrolls slowed to a trickle and the unemployment rate increased significantly in December.

MUTUAL FUNDS JAN 04, 2008
Mutual fund inflows $502M in November

The inflows slowed substantially as investors poured more money into exchange traded funds.

OPINION JAN 03, 2008
Roth vs. Traditional 401(k): Some of Both May Be Best

RIA NEWS JAN 03, 2008
Private sector adds 40,000 jobs

But financial-services firms trimmed 5,000, marking the third decline in the last five months.

LIFE INSURANCE AND ANNUITIES JAN 03, 2008
FINRA wants delay in VA-sale rule

After an outcry from member B-D firms, FINRA proposed pushing back a section of the rule to Aug. 4.

LIFE INSURANCE AND ANNUITIES JAN 03, 2008
NAIC announces 2008 execs, salaries

Catherine J. Weatherford, executive vice president and chief executive officer, will earn $370,000.

RIA NEWS JAN 03, 2008
SEC report sheds light on B-D rule

Many investors found disclosures that advisers and B-D firms are required to provide are "problematic.”

LIFE INSURANCE AND ANNUITIES JAN 03, 2008
Jackson adds VIP and S&P funds

Jackson National Life Insurance Co. today added a pair of new portfolios to its retail mutual fund lineup.

ETFS JAN 02, 2008
Mutual funds boast banner year

Asset levels hit $13 trillion in December, gaining approximately $1.8 trillion from the beginning of the year.

RIA NEWS JAN 02, 2008
Millionaires, affluent upbeat in new year

Confidence blossomed among investors with more than $500,000 in investible assets in December.