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INVESTING MUTUAL FUNDS MAY 20, 2008
Fido fund to focus on international markets

Fidelity Investments of Boston today launched a new international equity fund which involves multiple emerging markets.

INVESTING MUTUAL FUNDS MAY 19, 2008
Board chairmen, independent directors band together

To preserve their watchdog role and face down calls for change, independent mutual fund board chairmen and lead independent directors are banding together.

NEWS REGULATION AND LEGISLATION MAY 19, 2008
Fate of book rests on coin toss

When they started their partnership in 1990 at Morgan Stanley, brokers Gerald P. Kessler and Paul S. Baker probably never imagined that the dissolution of their book of business — $470 million in assets, producing an estimated $3 million a year in fees and commissions — would hinge on a coin toss.

INVESTING MUTUAL FUNDS MAY 19, 2008
Oppenheimer reopens value fund

A rough start to the year has become a kind of backhanded blessing to the Oppenheimer Small & Mid Cap Value Fund (QVSCX).

YOUR PRACTICE PRACTICE MANAGEMENT MAY 19, 2008
May Week 3: Identifying your top-five retirement services

To create a memorable story about your practice and retirement services you must go beyond branding.

INVESTING FIXED INCOME MAY 19, 2008
Tax exemptions for bonds upheld

The Supreme Court has ruled that Kentucky can continue to tax out-of-state muni bonds, while not taxing in-state ones.

NEWS REGULATION AND LEGISLATION MAY 19, 2008
Sarbanes urges stricter fiscal oversight

The U.S. subprime meltdown will result in more-stringent banking regulations, according to former Sen. Paul Sarbanes.

INVESTING MUTUAL FUNDS MAY 19, 2008
12(b)-1 fee fix plan gets mixed reaction

The mutual fund industry should consider itself lucky if, as expected, the SEC this summer recommends placing a cap on 12(b)-1 fees some investor now pay annually via "level loads," industry experts said.

INVESTING MUTUAL FUNDS MAY 19, 2008
FRC halts public release of fund flows

Financial Research Corp. has stated that it will no longer make available firm-specific fund flow data to the general public, the media and others who have not paid to receive it.

INVESTING ALTERNATIVES MAY 19, 2008
Smaller hedge funds outpace bigfoot firms

Smaller, newer hedge funds continue to outperform the big dogs, according to the research from PerTrac Financial Solutions.