Bloomberg

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RETIREMENT PLANNING SEP 08, 2008
401(k) debit cards are an oxymoron

Our consumer-driven society has long since sped through the intersection where discretionary spending meets available income.

ETFS SEP 08, 2008
Critic charges that ETFs are 'riddled' with structural defects

They may be gaining in popularity, but exchange traded funds are far from the perfect product.

RIA NEWS SEP 08, 2008
NexGen eager to serve middle market

As part of an effort to make their mark on the industry, many members of the Financial Planning Association's NexGen group of young advisers have targeted the underserved middle market — those with less than $500,000 in investment assets — as a niche that they want to develop in the future.

OPINION SEP 08, 2008
Can brokers be fiduciaries?

Judging by newly proposed regulations on investment advice, it looks as if the Department of Labor is trying hard to engineer a sharp turn from the course established by Congress.

RIA NEWS SEP 08, 2008
Younger workers fail to save for retirement

While Generations X and Y consider earning money a top priority, many are not self-sufficient, while others fail to include retirement considerations in their financial plans, according to a new report.

FINTECH SEP 08, 2008
MoneyGuidePro updates offer more flexibility, automation

The latest version of Money-GuidePro focuses on flexible features designed to automate an adviser's initial meetings with clients.

MUTUAL FUNDS SEP 08, 2008
Quant funds tested by tough market

The proliferation of mutual funds that rely on computers to select stocks is coming to an end.

MUTUAL FUNDS SEP 08, 2008
Acquisitions are top agenda at Natixis despite challenges

Even as it labors to gain visibility, Natixis Global Asset Management LP is forging ahead with plans to make acquisitions, particularly of firms that offer alternative investments.

LIFE INSURANCE AND ANNUITIES SEP 08, 2008
Insurance distributors are resigned to approval of SEC's proposed rule

As the comment period ends this Wednesday on an SEC proposed rule that would regulate certain index annuities as securities, independent distributors are gearing up in anticipation of the rule's enactment.

RETIREMENT PLANNING SEP 08, 2008
The cost of cashing out

How does terminating your 401(k) plan affect your retirement?