Bloomberg

Bloomberg
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INVESTING MUTUAL FUNDS NOV 05, 2007
Funds with redemption fees can't be QDIAs

Mutual funds that charge redemption fees will not qualify as default investments under the Department of Labor's recently announced final rules.

NEWS OPINION NOV 05, 2007
A Three-Step Approach to Funding LTC Costs

NEWS INDUSTRY NEWS NOV 05, 2007
Staying ahead of market uncertainty

We formed Geller Capital Management LLC in March 2000 with the intention of offering clients a classic growth strategy and a hedged strategy — but that plan was short lived.

RETIREMENT TAX NOV 02, 2007
IRS eyes equity and hedge managers

The IRS is investigating how private-equity and hedge fund managers account for themselves.

YOUR PRACTICE FINTECH NOV 02, 2007
Tech Bits

S&P rolls out a new online service, MarketScope Advisor, and Skype, Logitech, and Intel team up on video calling.

INVESTING ALTERNATIVES NOV 02, 2007
Merrill said to hide losses behind hedges

Sources say the firm has been asking hedge funds to take on mortgage-related securities.

NEWS INDUSTRY NEWS NOV 02, 2007
Jobs jump 166,000 in October

U.S. employers added 166,000 workers in October, a sign that the jobs picture remains strong in the face of a housing collapse and the credit crunch.

RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 01, 2007
LOMA honors Sun Life for education

Sun Life Financial’s U.S. division received the Life Office Management Association Educational Achievement Award.

YOUR PRACTICE FINTECH NOV 01, 2007
Albridge to be acquired by PNC

The Albridge platform provides advisers with an aggregate view of their clients’ assets.

INVESTING ETFS NOV 01, 2007
ETFs assets grow 3.8% in October

It was the ETF Insider's index of the top 50 exchange traded funds' second-strongest month this year.