Bloomberg

Bloomberg
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INVESTING ESG APR 14, 2008
Advisers skeptical about screening companies for terrorist links

Screening companies for their ties to countries deemed sponsors of terror is a concept that seems to intrigue investors.

INVESTING MUTUAL FUNDS APR 14, 2008
Tax-managed funds pique investor interest

Tomorrow is the deadline for filing income taxes, but investors are already thinking about ways to pay less next year — driving more to consider tax-managed mutual funds.

NEWS BROKER DEALERS APR 14, 2008
GunnAllen and former executive claim victory in arbitration ruling

Both GunnAllen Financial Inc. and a former top executive are claiming victory after a lengthy arbitration battle that focused on whether the independent broker- dealer had the right to fire David McCoy, its former chief operating officer and national sales director, who was dismissed in 2005.

INVESTING ETFS APR 14, 2008
Barclays ads tout iShares - and advisers - to investors

Responding to advisers who complain that the iShares brand means little to their clients, Barclays Global Investors is modifying its marketing.

RETIREMENT RETIREMENT PLANNING APR 14, 2008
Consumers increasingly take loans from retirement plans

With the economy deteriorating and prices for gas and heating fuel skyrocketing, consumers who are seeking new sources of cash are increasingly jeopardizing their retirement income by taking out loans from their retirement plans.

INVESTING MUTUAL FUNDS APR 14, 2008
Mutual fund expenses held steady in '07

The era of declining mutual fund expenses is over, and in fact, the cost of investing in a fund may soon be headed back up.

INVESTING ETFS APR 14, 2008
Mutual fund seeks diversification through ETFs

The original thinking behind the development of the SmartGrowth ETF Lipper Optimal Growth Index Fund (LPGAX) was to create a viable alternative to traditional asset allocation models.

INVESTING MUTUAL FUNDS APR 14, 2008
TIAA-CREF’s new CEO faces challenges

As Roger W. Ferguson Jr. takes the helm of TIAA-CREF today, he assumes control of a company that often frustrates financial advisers.

RETIREMENT LIFE INSURANCE AND ANNUITIES APR 14, 2008
Iowa moves to ban STOLI products

The Iowa Legislature has approved a bill to ban stranger-originated life insurance practices.

INVESTING ETFS APR 14, 2008
ETNs are enjoying steady growth

As more companies begin to offer exchange traded notes, it's beginning to look like the small but growing ETN universe could one day be a competitor to mutual funds and exchange traded funds.