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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.

INVESTING MUTUAL FUNDS OCT 29, 2007
Investors aren't exactly wild about Harry

Investors continue to bail as Harry W. Lange celebrates his two-year anniversary as the manager of the Fidelity Magellan Fund on Wednesday, although it's clear that the fund's performance is on the mend.

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.

INVESTING MUTUAL FUNDS OCT 29, 2007
Fund company marketing brochures miss sweet spots

Financial advisers focus only on sales brochures and fund information that is germane to their financial practices; otherwise, marketing efforts fail to attract their attention, even momentarily, according to a soon-to-be released report.

NEWS REGULATION AND LEGISLATION OCT 26, 2007
FINRA to help firms affected by wildfires

The regulator said it would give temporary leeway to firms affected by the California wildfires.

NEWS INDUSTRY NEWS OCT 26, 2007
Merrill's O'Neal talked merger with Wachovia

Merrill board irked by CEO E. Stanley O'Neal's unauthorized outreach, The New York Times reports.

RETIREMENT RETIREMENT PLANNING OCT 26, 2007
In California, advisers worry about clients

Some 77% of respondents to an InvestmentNews survey plan to reach out to clients in areas affected by wildfires.

NEWS RIAS OCT 26, 2007
Oregon unveils hybrid 529 savings tool

The Oregon College Savings Plan will combine principal protection with upside potential.

RETIREMENT RETIREMENT PLANNING OCT 26, 2007
ICI urges Michigan to repeal advice tax

The mutual fund trade group asks the state to repeal a new sales tax on investment advice services.