Bloomberg

Bloomberg
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ETFS OCT 29, 2007
WisdomTree yields new ETF

Tomorrow, WisdomTree Trust will debut an ETF offering exposure to small-cap stocks in emerging markets.

RETIREMENT PLANNING OCT 29, 2007
QDIA rules expected to have widespread ramifications

The new regulations from the Department of Labor covering qualified default investment alternatives will have widespread ramifications for both financial advisers and insurance companies.

LIFE INSURANCE AND ANNUITIES OCT 29, 2007
Thomas C. Wilson new Allianz risk chief

He will replace Raj Singh, who will take a new position at the Swiss Reinsurance Co.

FINTECH OCT 29, 2007
Rogue trader Nick Leeson sings for software firms

Nick Leeson, the rogue derivatives trader whose fraudulent transactions brought down London's venerable Barings Bank, has a new gig.

RIA NEWS OCT 29, 2007
Age-based funds dominate 529 plans

Age-based mutual funds appear to have firmly cemented a commanding position as the investment option of choice in Section 529 college savings plans, according to industry executives at the annual 529 Technical Conference in Las Vegas last week.

ALTERNATIVES OCT 29, 2007
Move to register hedge funds could spur relocations

California's proposal to register hedge funds could drive much of the industry out of the state, experts say.

FINTECH OCT 29, 2007
Fidelity to spend $50M on platform for advisers

Hoping to steal the thunder from archrival Charles Schwab & Co. Inc.'s annual gathering of advisers this week, Fidelity Investments last week unveiled plans to spend $50 million to develop a wealth management technology platform aimed at advisers.

MUTUAL FUNDS OCT 29, 2007
Younger boomers off the radar screen

Mutual fund companies catering to the first wave of baby boomers, now nearing retirement, may be neglecting younger boomers who have many more years of work still ahead of them.

ETFS OCT 29, 2007
Most investors can't distinguish ETFs from mutual funds

Exchange traded funds are becoming a must-have for individual investors, but few of them know exactly what they are, how they work or what makes them different from their mutual fund cousins, advisers observed.

RIA NEWS OCT 29, 2007
Specialized practices bloom at juncture of past, future careers

After 11 years as an emergency room physician, Carolyn McClanahan saw her career change course.