Bloomberg

Bloomberg
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YOUR PRACTICE FINTECH OCT 29, 2007
Fidelity to spend $50M on platform for advisers

Hoping to steal the thunder from archrival Charles Schwab & Co. Inc.'s annual gathering of advisers this week, Fidelity Investments last week unveiled plans to spend $50 million to develop a wealth management technology platform aimed at advisers.

INVESTING ETFS OCT 29, 2007
Most investors can't distinguish ETFs from mutual funds

Exchange traded funds are becoming a must-have for individual investors, but few of them know exactly what they are, how they work or what makes them different from their mutual fund cousins, advisers observed.

NEWS INDUSTRY NEWS OCT 29, 2007
It may be time to give some financial stocks a second look

It would seem that after the latest sell-off, financial services stocks would be a screaming "buy" for most investors.

NEWS BROKER DEALERS OCT 29, 2007
Ladenburg acquires indie firm Investacorp

Ladenburg Thalmann Financial Services Inc.'s acquisition last week of Investacorp Inc., could position the latter to be more active in recruiting representatives and financial advisers, as well as potentially buying smaller firms.

NEWS INDUSTRY NEWS OCT 29, 2007
Specialized practices bloom at juncture of past, future careers

After 11 years as an emergency room physician, Carolyn McClanahan saw her career change course.

INVESTING MUTUAL FUNDS OCT 29, 2007
FSI defends 12(b)-1s on 'Capitol Hill Day'

Members of the Financial Services Institute Inc. met with members of Congress and their staffs on Capitol Hill Oct. 10, in a push to retain in their current form 12(b)-1 fees, which the advisers say are crucial to their work with smaller clients.

INVESTING MUTUAL FUNDS OCT 29, 2007
Maintaining fixed short position may be a mistake in 130/30s

Quantitative investment strategies that maintain consistent long and short exposures, commonly known as 130/30s, are hot.

RETIREMENT RETIREMENT PLANNING OCT 29, 2007
Few women confident about retirement prospects

Just 23% of women in a recently released survey said that they were confident in their ability to retire with a lifestyle that they considered comfortable.

NEWS OPINION OCT 29, 2007
Economic storm clouds are gathering

When the Federal Reserve Board cut the discount and federal funds rates by 0.5 percentage points Sept. 18, some critics charged that Fed Chairman Ben Bernanke and his colleagues had acted too quickly.

INVESTING MUTUAL FUNDS OCT 29, 2007
More funds with managed payouts coming

More mutual funds are being developed that offer managed payouts designed to give investors a steady stream of income.