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NEWS INDUSTRY NEWS MAR 16, 2009
Obama unveils plan for small businesses

The Obama administration announced Monday that the 21 largest banks receiving government money must report monthly on how much lending they do to small businesses.

INVESTING MUTUAL FUNDS MAR 16, 2009
Five Pimco funds redeem $225M of ARS

Five closed-end mutual funds advised by Pacific Investment Management Co. will redeem an additional $225 million in illiquid auction rate securities.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 16, 2009
Developing a calendar for your retirement advisory board

<b>The challenge:</b> While there are countless ways a retirement advisory board can be of value to your practice, it&#8217;s difficult to sustain the board&#8217;s excitement and energy after the first meeting.

INVESTING MUTUAL FUNDS MAR 16, 2009
Federated launches three new funds

Federated Investors Inc. of Pittsburgh today announced the launch of three mutual funds.

INVESTING ALTERNATIVES MAR 16, 2009
Homebuilders' confidence stays near historic lows

A key gauge of homebuilders' confidence remained near historic lows in March, as builders saw a drop in prospective homebuyers visiting model homes amid rising job losses and economic fears, according to a survey released Monday.

NEWS OPINION MAR 15, 2009
Custodial services for alternatives require hands-on approach

Fed up with the recent volatility in publicly traded stocks and mutual funds, some sophisticated investors are looking to alternative investments for portfolio diversity and enhanced returns.

NEWS OPINION MAR 15, 2009
Time to embrace fiduciary standard

A consensus is forming that financial regulatory reform should include provisions to require anyone providing advice to adhere to a fiduciary standard of care.

NEWS INDUSTRY NEWS MAR 15, 2009
Investors seek 529 plans backed by FDIC

Interest in Section 529 college savings plans that are backed by the Federal Deposit Insurance Corp. is picking up amid the stock market's downturn.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 15, 2009
Feds crack down on advisers in Massachusetts

Warning to larcenous advisers: Don't try anything in Massachusetts.

INVESTING ETFS MAR 15, 2009
Model ETF portfolios get attention from Barclays

As exchange traded funds gain in popularity, more financial advisers are building model ETF portfolios for use by other advisers.