Bloomberg

Bloomberg
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INVESTING MUTUAL FUNDS JUN 25, 2007
Fund company makes a bet on infrastructure

PHILADELPHIA — A mutual fund company is taking a chance on the burgeoning market of infrastructure investments.

RETIREMENT RETIREMENT PLANNING JUN 25, 2007
Social Security adds adviser info to site

NEW YORK — After receiving suggestions from financial professionals, the Social Security Administration has designated a section of its website specifically for advisers.

NEWS INDUSTRY NEWS JUN 25, 2007
For older students, paying loans requires blueprint

NEW YORK — Advisers may want to exercise some tough love when their clients approach them about going back to school for an advanced degree.

NEWS REGULATION AND LEGISLATION JUN 25, 2007
Bernanke gets high marks despite economy’s hiccups

SAN FRANCISCO — The U.S. economy has some shaky elements, but Federal Reserve Board Chairman Ben S. Bernanke’s track record still is rock solid, according to financial advisers, chief economists and other executives in the investments industry.

INVESTING MUTUAL FUNDS JUN 25, 2007
Make 12(b)-1 fee disclosures more discernible

WASHINGTON — Disclosures of 12(b)-1 fees should be made clearer and easier to decipher, but the fees themselves should not be abolished, officials from the mutual fund and brokerage industries said at a Securities and Exchange Commission round table last week.

NEWS BROKER DEALERS JUN 25, 2007
Advisers react to changes at Jackson National network

NEW YORK — Recent changes in management at independent-contractor broker-dealer National Planning Corp. and National Planning Holdings Inc., its broker-dealer network, have some of its affiliated advisers concerned, while others accept the changes as part of the business.

YOUR PRACTICE FINTECH JUN 25, 2007
SROs issue electronic-communications guidance

IRVINE, Calif. — NASD and the New York Stock Exchange this month released long-awaited guidance to brokerage firms on how to supervise electronic communications.

NEWS WIREHOUSES JUN 25, 2007
Suspicions are verified: Fidelity is tops in IRAs

CHICAGO — Data gathered by Boston-based research firm Cerulli Associates Inc. confirm what most observers have long suspected: Fidelity Investments is the nation’s individual-retirement-account powerhouse.

NEWS REGULATION AND LEGISLATION JUN 25, 2007
Canada to weigh single regulator, existing alternatives

OTTAWA — In a confusing compromise, federal Finance Minister Jim Flaherty and his peers from the provinces and territories agreed last Tuesday that the feds would set up a panel to study the creation of a single Canadian securities regulator.

NEWS INDUSTRY NEWS JUN 25, 2007
OppenheimerFunds using cash flow service

BOSTON — A San Francisco-based company that says it can help mutual funds cut costs and boost returns through better management of investor cash flows has won its biggest-name client yet — OppenheimerFunds Inc. of New York, the eighth-largest U.S. fund group.