Bloomberg

Bloomberg
Displaying 13045 results
RETIREMENT PLANNING NOV 30, 2008
Unconventional times call for unconventionable wisdom

Advisers find themselves in unusual situations in this roller coaster financial market, and some are offering advice — which might contradict conventional wisdom.

RIA NEWS NOV 30, 2008
Obama's sustainable-energy ideas give hope to some fund managers

The election of Barack Obama has given a new "green" light to environmental investing, and financial advisers are taking notice.

ETFS NOV 30, 2008
PowerShares gets active

Actively managed exchange traded funds, which were introduced this year, haven't caught fire, but that didn't stop Invesco PowerShares Capital Management LLC from launching its fifth such ETF last month.

LIFE INSURANCE AND ANNUITIES NOV 30, 2008
Plans' lack of target date savvy presents opportunity

Many plan sponsors aren't focused on the investment strategies behind target date funds, creating an opportunity for financial advisers to play a greater role in the retirement-planning process, according to a survey by JPMorgan Asset Management Inc. of New York.

RETIREMENT PLANNING NOV 30, 2008
Financial advisers try last-resort strategies

When a client recently told her adviser that she would be losing her public relations job in six months, Morris Armstrong gave her advice that he never thought he would dispense: He told the single mother, who had been contributing significantly to her 401(k) plan, to stop.

INDEPENDENT BROKER DEALERS NOV 30, 2008
Independents take advantage of recruitment 'protocol'

To attract disaffected wirehouse reps, more independent financial firms are signing on to the industry's recruitment protocol.

RIA NEWS NOV 30, 2008
Executive hire fuels custody rivalry

Charles G. Goldman's appointment last week to run the RIA custody and correspondent clearing businesses of Fidelity Investments presents a challenge to The Charles Schwab Corp., his former employer, and highlights contrasting strategies as the discount brokerage giants battle for assets from registered investment advisers, wealth managers and corporate retirement plan sponsors.

RIA NEWS NOV 30, 2008
Tapping the potential of the final frontier

With the global financial markets extending their record-level volatility and generally downward spirals, at least one industry is making a case for space exploration investing.

REGULATION, LEGAL & COMPLIANCE NOV 26, 2008
Candor is key, NYSE reg chief says

America’s top financial watchdogs need to make haste in addressing transparency challenges posed by complex securities products, NYSE Reg chief executive Richard Ketchum emphasized Tuesday in a speech at Hofstra University.

RIA NEWS NOV 26, 2008
Fragile October for durable goods

New orders for manufactured durable goods sank $12.7 billion, or 6.2%, in October after a 0.2% decrease in September, the Department of Commerce reported today.