Bloomberg

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NEWS OPINION APR 23, 2007
The Big Four of certification and assessment

Courts and regulators will evaluate your effectiveness as an investment adviser against a process standard — as opposed to a performance standard.

NEWS INDUSTRY NEWS APR 23, 2007
Canadian groups are proposing fund risk ratings

OTTAWA — Two approaches for assessing mutual fund and hedge fund risk are moving forward in Canada.

RETIREMENT TAX APR 23, 2007
Mutual Fund Store nabs executive from H&R Block

SAN FRANCISCO — David Byers was hired away last month from H&R Block Inc. to apply big company retailing tactics to The Mutual Fund Store LLC.

INVESTING ETFS APR 23, 2007
Two high-yield funds aim to help hedge risk

PHILADELPHIA — At a time when many financial advisers think that investors should stay away from high-yield bonds because they are too risky, along come two high-yield products that investors can use to hedge some of that risk.

NEWS WIREHOUSES APR 23, 2007
Schwab’s donor-advised-fund assets closing in on Vanguard’s

BOSTON — The Schwab Charitable Fund is nipping at the heels of the Vanguard Charitable Endowment Program as the nation’s second-largest donor-advised fund.

RETIREMENT RETIREMENT PLANNING APR 23, 2007
401(k) changes seen ‘significant’

WASHINGTON — New default options that the Department of Labor will likely approve for 401(k) investments will have a “significant” impact on the way mutual fund assets are invested, independent fund directors were told at a conference here April 12.

NEWS INDUSTRY NEWS APR 23, 2007
Money manager opts for ETF over fund

NEW YORK — When veteran money manager James H. Huguet decided to bring to a broader audience the large-cap approach he uses for separately managed accounts, he decided to forgo creating a conventional mutual fund.

RETIREMENT RETIREMENT PLANNING APR 23, 2007
T. Rowe gets into 401(k) annuities

The mutual fund giant said that it has started offering 401(k) plans an online platform that participants can use to purchase annuities.

NEWS INDUSTRY NEWS APR 23, 2007
Tech IPOs poised to make a comeback in New York

NEW YORK — Dice Holdings Inc., which operates career- and job-oriented websites, including Dice.com and JobsintheMoney .com, plans to raise $100 million through an initial public offering.

YOUR PRACTICE FINTECH APR 23, 2007
For advisers, failing to plan is planning to fail

WASHINGTON — Financial advice professionals who routinely log 60-hour workweeks may be spinning their wheels, a new report suggests.