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RETIREMENT RETIREMENT PLANNING JUL 16, 2007
Where there’s no will, there is a way

CHICAGO — Financial advisers are crafting new strategies to convince clients to complete their wills and estate plans.

INVESTING ETFS JUL 16, 2007
Some advisers eagerly await SEC’s OK of muni ETF

PHILADELPHIA — An exchange traded fund that invests in municipal bonds is expected finally to become a reality — a prospect that excites some financial advisers.

RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 16, 2007
Rich often neglect personal-lines insurance, experts say

NEW YORK — The rich are different, and so are their insurance needs, but many wealthy people may be leaving themselves unprotected, according to personal-lines-property-casualty-insurance specialists.

YOUR PRACTICE FINTECH JUL 13, 2007
Albridge rolls out new calculation choices

Advisers can now produce on-the-fly internal rate of return and daily time weighted return rates of return for their clients.

RETIREMENT TAX JUL 13, 2007
'Good will' tax dodge for IPOs eyed

The Blackstone Group has found a way to dodge billions in taxes, The New York Times reported.

INVESTING ALTERNATIVES JUL 13, 2007
Hedges continue to best benchmarks

The Greenwich Global Hedge Fund Index increased 1.07% in the month of June, beating out the major market benchmarks.

INVESTING ETFS JUL 12, 2007
WisdomTree debuts emerging-markets ETFs

WisdomTree Trust will launch a new dividend-weighted exchange traded fund tomorrow on the NYSE.

INVESTING ETFS JUL 11, 2007
ETF assets dip slightly in June

ETF assets fell to $478 billion in June from $480 billion in May, according to State Street Global Advisors.

INVESTING ALTERNATIVES JUL 11, 2007
Carried tax studied by Senate

The Senate Finance Committee is scrutinizing a bill that could raise taxes paid by hedge fund managers and private equity heads.

INVESTING ETFS JUL 11, 2007
Claymore & Zacks unveil ETFs

Claymore Securities Inc. has teamed up with Zacks Investment Research to launch two exchange traded funds on the American Stock Exchange today.