Bloomberg

Bloomberg
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RIA NEWS NOV 27, 2007
Consumer confidence drifts down

Conference Board says worries about the stock market and rising gasoline prices led to 7.9-point drop in November.

RIA NEWS NOV 27, 2007
CD designed for 529s

Oregon's new certificate of deposit linked to the S&P 500 Index offers a guarantee and possible growth.

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.

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.

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.

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.

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.