Bloomberg

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LIFE INSURANCE AND ANNUITIES JUN 04, 2007
Part of brain may be resisting financial planning

NEW YORK — Advisers hoping to convince clients that they need a long-term financial plan should do their best to appeal to the prefrontal cortex of their clients’ brains — and steer clear of the limbic system altogether.

INDEPENDENT BROKER DEALERS JUN 04, 2007
FSI girds for battle over 12(b)-1 fees

NEW YORK — The Financial Services Institute Inc. is gearing up for a fracas with regulators over the highly contentious issue of 12(b)-1 fees, an embedded annual charge in almost all mutual funds.

RIA NEWS JUN 04, 2007
Regulators see risks in new products for boomers

CHICAGO — Wall Street’s eagerness to develop and sell exotic new products to the nation’s growing ranks of retirees is worrying regulators.

OPINION JUN 04, 2007
Qualified-default-investment alternatives and you

LIFE INSURANCE AND ANNUITIES JUN 04, 2007
More consumer education needed on HSAs

NEW YORK — A key roadblock to health savings account acceptance is that many people know little or nothing about HSAs and their required high-deductible health insurance plans, according to industry experts.

RETIREMENT PLANNING JUN 04, 2007
Life cycle portfolios catching on in variable products

CHICAGO — Life cycle fever seems to be spreading from 401(k) plans to variable annuities. At ING Variable Annuities, for instance, assets in LifeStyle portfolios — which were introduced as ING-managed subaccounts in mid-2004 — reached $8 billion at the end of April, up from more than $4 billion at the end of 2005.

MUTUAL FUNDS JUN 04, 2007
American Century to bolster adviser-sold menu

BOSTON — In an effort to reverse outflows and attract new assets, American Century Investments is stepping up its efforts to sell mutual funds through financial advisers.

MUTUAL FUNDS JUN 04, 2007
401(k)s pose challenges for advisers

CHICAGO — According to a new white paper, although 83% of plan sponsors who used financial advisers were very satisfied with them, 42% of surveyed sponsors didn’t even use one.

MUTUAL FUNDS JUN 01, 2007
American Century turns to advisers

Trying to reverse outflows and attract assets, American Century Investments is beefing up its adviser channel.

MUTUAL FUNDS JUN 01, 2007
Mutual funds herdlike in director voting

When it comes to voting their proxies in elections for corporate directors, mutual fund companies prefer not to stand out from the crowd.