Bloomberg

Bloomberg
Displaying 13197 results
PRACTICE MANAGEMENT NOV 17, 2008
November Week 3: Art with a wine twist

This week, we’re going to find out how a Chicago-area adviser combines wine tasting with an art show held at a local gallery.

RIA NEWS NOV 17, 2008
Japan enters recession territory

Japan is in a recession for the first time since late 2001 as the country’s gross domestic product contracted for two consecutive quarters — the definition of a recession — Japan’s Cabinet Office announced today.

EQUITIES NOV 17, 2008
Putnam shakes up lagging equity division

In a bid to boost its lagging fund performance, Putnam Investments of Boston announced today that they are merging six equity funds, moving away from team management and firing 12 portfolio managers.

RIA NEWS NOV 16, 2008
Investors scramble to find safety in 529s

Politics isn't the only place where people are opting for change.

RIA NEWS NOV 16, 2008
Emerging markets still offer opportunities

As we wade through the fallout from the credit crisis, it is easy for investors to be fearful instead of seeing long-term opportunities.

MUTUAL FUNDS NOV 16, 2008
Investors sticking with stock funds

Despite the wild markets, investors are not abandoning stock mutual funds.

RIA NEWS NOV 16, 2008
Post-election, industry looks to broaden scope of plans

Sensing an opportunity when a new administration and Congress take over in January, the Section 529 college savings plan industry is pushing for an expansion of current rules and regulations governing the programs.

RIA NEWS NOV 16, 2008
Giving credit where it is due

Those with poor credit scores might be deadbeats.

ETFS NOV 16, 2008
Investors shying away from mutual funds

Investors are shifting away from mutual funds toward certificates of deposit, variable annuities and exchange traded funds, according to a study that will be released next month.

RETIREMENT PLANNING NOV 16, 2008
More than half of employers offer auto 401(k) enrollment

Automatic enrollment of employees into defined contribution retirement plans such as 401(k)s has grown so quickly that more than half of employers now offer it to their employees, according to a new study.