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RIA NEWS SEP 04, 2007
Evaluating leasing’s strengths and weaknesses

Leasing often represents the alternative to making an investment in a non-financial asset. In many cases when the asset is essential, such as with a car or home, we can perform a buy-versus-lease analysis to determine which approach to take. Here I examine leasing’s strengths and weaknesses, and evaluate its uses for the car or home.

RETIREMENT PLANNING SEP 04, 2007
Workers want planning help from employers

NEW YORK — Workers know they need financial planning, and they are looking at their employers to guide them to sound decisions, according to a study from Ameriprise Financial Inc. in Minneapolis.

RIA NEWS SEP 04, 2007
Advisers key in IRA rollovers

CHICAGO — Financial advisers play a big role in directing individual retirement account rollovers. Fully 67% of individuals who completed a rollover during the two-year period through April did so with the help of a professional adviser, according to a study released Aug. 23 by Spectrem Group in Chicago.

RIA NEWS SEP 04, 2007
How the PGA jumped into a huge retirement pool

PONTE VEDRA BEACH, Fla. — Thanks to the largesse of the FedEx Cup, the best retirement plan in sports just got better.

ALTERNATIVES AUG 31, 2007
Bear funds denied bankruptcy protection

A judge denied bankruptcy protection for its two failed hedge funds and refused to protect the firm from U.S. lawsuits.

RIA NEWS AUG 30, 2007
Mortgage crisis chips away at H&R Block

The tax-services giant reported a first-quarter net loss of $302.86 million, or $0.93 per share.

ALTERNATIVES AUG 30, 2007
Cheyne strives to delay $6.6B asset sale

Cheyne Capital Management is asking SIV investors to refinance to put off an enforced asset sale, published reports said.

ETFS AUG 30, 2007
SEC lifts ceiling for PowerShares ETFs

Investment companies will now be able to invest in the company’s ETFs beyond the limits of Section 12(d)-1.

ETFS AUG 30, 2007
First Trust Portfolios launches ETF

The First Trust Dow Jones STOXX Select Dividend 30 Index was launched as an exchange traded fund.

ALTERNATIVES AUG 30, 2007
Hedges claim 30% of bond trading

Hedge funds have become the big fish in the debt-trading pool, according to a report by Greenwich Associates.