Bloomberg

Bloomberg
Displaying 13045 results
RIA NEWS NOV 27, 2007
Barclays to meet profit expectations

Barclays PLC said earnings will be in line with consensus, despite a £1.3 billion ($2.7 billion) write-down.

RIA NEWS NOV 27, 2007
Astor sues Astor

The son of New York philanthropist Brooke Astor and his attorney are expected to be indicted due to their handling of her $198 million estate.

FINTECH NOV 26, 2007
At quirky Thrasher, investors can pick stocks and groove to the music

Charts displaying stock market activity or detailed stock analysis are common on investment or brokerage websites — an embedded music player would seem out of place.

MUTUAL FUNDS NOV 26, 2007
Vanguard push for fair-value-pricing indexes falls on deaf ears

Extending the practice of fair-value pricing to indexes is being proposed to create better benchmarks, but some index providers aren't buying that idea.

MUTUAL FUNDS NOV 26, 2007
Gen Xers have need for advice but are off radar

While many of the 45.8 million people born between 1965 and 1975 would like help with investing, the 32- to 42-year-old members of so-called Generation X probably won't be receiving much attention from financial firms anytime soon.

LIFE INSURANCE AND ANNUITIES NOV 26, 2007
Is disinterest in retirement products problematic?

Financial advisers lack interest in new retirement income products, with many reporting that the products are too complicated and costly, according to observers.

LIFE INSURANCE AND ANNUITIES NOV 26, 2007
Mutual fund/insurance hybrid on the horizon

As early as next year, retirees may see a new hybrid investment product that blends mutual funds with insurance guarantees, possibly signifying an alliance between the two industries.

WIREHOUSES NOV 26, 2007
Merrill, Morgan reps wait on fee conversion

Some brokers at Merrill Lynch & Co. Inc. and Morgan Stanley have been hesitating to use new advisory options that their firms have deployed as replacements for fee-based brokerage accounts.

RIA NEWS NOV 26, 2007
Golden rule for the golden years: Get a plan

While many retirees are happier than their counterparts who are working, few who have retired have actually formulated a financial plan for their retirement years.

MUTUAL FUNDS NOV 26, 2007
Fidelity funds abstain on some proxy resolutions

Top funds operated by Fidelity Investments stopped voting against shareholder resolutions that urge disclosure of corporate political spending for the 2007 proxy season, according to a study by a group that advocates for transparency in political spending.