Bloomberg

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Displaying 13186 results
FIXED INCOME FEB 15, 2011
BondView preps ratings for muni bond funds

BondView LLC, an operator of a free site for muni bond investors, is planning to launch municipal bond fund ratings by March.

RETIREMENT PLANNING FEB 15, 2011
Are guaranteed 529 plans a losing proposition?

College savers are flocking to 529 plans that offer principal protection. But critics says investors in these structured products are likely to come up short when tuition time arrives.

RIA NEWS FEB 15, 2011
Deborah McWhinney to helm foundation

The ex-president of Schwab Institutional has become CEO and president of the Dennis & Phyllis Washington Foundation.

RIA NEWS FEB 15, 2011
Advisers mull effect of McWhinney’s exit

Many financial advisers, stunned by Deborah D. McWhinney’s abrupt departure from Schwab Institutional, are wondering just what caused it. Schwab offered little explanation as to why the 52-year-old executive left after more than six years or why there was no warning.

LIFE INSURANCE AND ANNUITIES FEB 13, 2011
All-ETF variable annuity gives W&S a hedge edge: Moody's

Western & Southern Financial Group Inc.'s decision to base its variable annuity investment options on exchange-traded funds is a positive for the insurer, allowing it to better manage market risk tied to the products, according to Moody's Investors Service.

MUTUAL FUNDS FEB 13, 2011
Comeback kid? Bill Miller vaults to top of fund heap

Equities that fell furthest last year are surging the most in a decade, reversing the fortunes of mutual funds and signaling that developed countries, banks and Asian exporters will extend the global rally

REGULATION AND LEGISLATION FEB 11, 2011
0-for-3 last year, Finra opts not to nominate small-firm candidates this year

The Financial Industry Regulatory Authority Inc. won't be nominating candidates for a small-firm seat on the board in its election this year.

EMERGING MARKETS FEB 11, 2011
How to play the turbulence in Egypt

Energy sector already boosted; rare buying opportunity for frontier funds

Schwab's stance on an SRO: Just say no
RIA NEWS FEB 10, 2011
Schwab's stance on an SRO: Just say no

The Charles Schwab Corp. has come out against the idea of creating a self-regulatory organization for advisers.

FINTECH FEB 10, 2011
Clearing firms count on the appeal of crossover technology

With margins shrinking, broker-dealers closing and financial- reform legislation looming that could change the industry's economics, clearing firms more than ever are counting on technology.