Bloomberg

Bloomberg
Displaying 12863 results
INVESTING ETFS JAN 28, 2008
Advisers disagree on gold's portfolio share

A gloomy market outlook is making gold shine bright, but financial advisers are divided as to whether it deserves a place in most clients' portfolios.

NEWS INDUSTRY NEWS JAN 28, 2008
Barrett Capital brings endowment approach to 'mini-millionaires'

When entrepreneur David Barrett couldn't find an investment firm he trusted to manage several million dollars, he created his own.

INVESTING ETFS JAN 28, 2008
ICI forms ETF committee

The Investment Company Institute has created a committee for exchange traded funds in what some say is an effort to head off the possibility that ETF providers will create their own trade association.

NEWS REGULATION AND LEGISLATION JAN 28, 2008
Scammed plaintiffs look beyond B-Ds for restitution

Two of the biggest blowups in the retail-investing business are wending their way through legal channels, with plaintiff's attorneys looking far and wide to place blame in order to win money for clients.

INVESTING MUTUAL FUNDS JAN 28, 2008
New Kaufmann fund gets muted response

Federated Investors Inc. launched the Federated Kaufmann Large Cap Fund this month in a bid to capitalize further on the success of star managers Lawrence E. Auriana and Hans P. Utsch.

INVESTING MUTUAL FUNDS JAN 28, 2008
Fund Architects targets retail investors

Fund Architects LLC, which promises to provide small investors with institutional-quality money management, legitimately can claim that it thinks outside the box.

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 28, 2008
Annuity sales can destroy estate planning strategies

Insurance agents and advisers are hawking annuities without grasping the adverse impact on clients' estate plans, industry observers said.

INVESTING MUTUAL FUNDS JAN 28, 2008
For mutual funds the scandal is what has remained legal

One very large player figured only marginally in the scandals of the 1990s — the $7 trillion mutual fund industry.

NEWS OPINION JAN 28, 2008
Retirement-Income Storm Warnings

INVESTING FIXED INCOME JAN 25, 2008
Banks on the hook if muni bonds tank

Banks could be obliged to to set aside $143 billion in reserves if municipal bonds are downgraded, a report says.