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INVESTING ETFS SEP 10, 2007
First muni ETF debuts on AMEX

The iShares S&P National Municipal Bond Fund from Barclays Global Investors won’t be the last.

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 10, 2007
ACLI study backs single regulator for brokers

Life insurance brokerage agencies could save up to $377 million annually in agent licensing costs if Congress were to adopt legislation.

INVESTING ALTERNATIVES SEP 10, 2007
Hedge funds lose ground in August

Hedge funds lost 1.31% in August, marking the first negative returns since July 2006, according to HFR.

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 10, 2007
Consider 'integrated housing' says planner

Seniors may want to sell their homes and move in with relatives as a way to reduce overhead expenses.

NEWS INDUSTRY NEWS SEP 10, 2007
Rule on sales of deferred VAs approved

The SEC has approved a FINRA rule intended to improve B-D sales practices for purchases and exchanges of deferred VAs.

NEWS INDUSTRY NEWS SEP 10, 2007
529s launch another back-to-school marketing blitz

The college savings plan industry once again has unveiled a wide array of marketing campaigns for the back-to-school season, with many plans emphasizing the benefits of 529 plans in light of upcoming changes in the “kiddie tax.”

NEWS INDUSTRY NEWS SEP 10, 2007
Young advisers strive to gain clients’ trust

For young financial advisers looking to earn their stripes, a lack of gray hair and wrinkles could have some clients concerned about taking advice from someone as young as their child — or even grandchild.

YOUR PRACTICE FINTECH SEP 10, 2007
Schwab entices advisers with free software

Schwab Institutional will provide free portfolio re-balancing software to financial advisers who use its custody services.

NEWS INDUSTRY NEWS SEP 10, 2007
Investing in Africa: Is now the time to jump in?

China’s involvement with Africa has skyrocketed in recent years, and it is forcing U.S. investors to re-examine their views on the continent as an investment destination.

NEWS INDUSTRY NEWS SEP 10, 2007
Younger planners blazing own way

Many young advisers have taken it upon themselves to pave their own path into the financial advice industry.