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ALTERNATIVES OCT 09, 2007
Hedge fund fudging scrutinized

Hedge fund managers may be overvaluing prices on illiquid securities to keep investors in the game.

ALTERNATIVES OCT 09, 2007
Emerging-market returns jump in Q3

Emerging equity markets returned 13.81% in the quarter ended Sept. 30, more than six times the developed equity markets’ return of 2.07% in the same period.

ALTERNATIVES OCT 09, 2007
Private-equity firms dodge tax bullet

The fierce battle over an increased private-equity tax is stalling in the Senate, according to The Washington Post.

LIFE INSURANCE AND ANNUITIES OCT 08, 2007
Advisers, providers remain skeptical on ETF-based annuities

More than two years after the launch of the first variable annuity based on exchange traded funds, VA providers and financial advisers are still ap-proaching the product with caution.

ETFS OCT 08, 2007
Powershares to offer laddered-treasury ETFs

PowerShares will expand its family of fixed-income exchange traded funds on Oct. 11.

ALTERNATIVES OCT 08, 2007
Hedge funds gain ground in September

After mid-August’s lows, indexes across the board posted improvements.

ALTERNATIVES OCT 08, 2007
Goldman buys 9.99% stake in Winton

Goldman Sachs's new private-equity fund has purchased a stake in a $10 billion London-based hedge fund manager.

MUTUAL FUNDS OCT 08, 2007
Manager avoiding wild price swings

Investing in the commodities markets without actually buying commodities enables the managers of the <b>RS Global Natural Resources Fund</b> (RSNRX) to look beyond such basics as the fluctuating price of corn.

ALTERNATIVES OCT 08, 2007
Tax changes mean fiduciary issues

LIFE INSURANCE AND ANNUITIES OCT 08, 2007
Advisers, providers remain skeptical on ETF-based annuities

More than two years after the launch of the first variable annuity based on exchange traded funds, VA providers and financial advisers are still ap-proaching the product with caution.

ALTERNATIVES OCT 08, 2007
B-D exemption rule dead, but the debate rages on

The debate over issues related to the broker-dealer exemption rule continues.

ALTERNATIVES OCT 08, 2007
Distressed debt market dries up — and drought may last

The market for debt securities from issuers already in, or heading for, default has virtually stalled. And issuance may become even scarcer.

ETFS OCT 08, 2007
Help investors diversify intelligently

Financial planners and investment advisers apparently are doing their jobs well &#x2014; their clients and other individual investors are diversifying their investments as never before.

ETFS OCT 08, 2007
TDAX Funds offers play on the life cycle fund market

With the launch of the first-ever life cycle exchange traded funds, TDAX Funds Inc. plans to muscle in on the fast-growing life cycle mutual fund market.

MUTUAL FUNDS OCT 08, 2007
Tool lets advisers create client investment plans

To introduce brokerage customers to its life cycle mutual funds, John Hancock Financial Services Inc. has unveiled a free Internet tool that allows advisers to generate investment plans for clients.

RETIREMENT PLANNING OCT 08, 2007
Personalized service the norm at Highline Wealth Management

The walls of Neal Simon's office at Highline Wealth Management LLC are lined with the images of people he and his wife photographed during their travels through China, Guatemala, India, Indonesia and Peru.

MUTUAL FUNDS OCT 08, 2007
Asset class seen as key in active/passive choice

Asset class is the key basis for deciding among active versus passive management strategies for mutual funds.

MUTUAL FUNDS OCT 08, 2007
Top fund firms' ad budgets up, but less spent to tout products

Although top mutual fund managers increased their advertising budgets by 20% last year, to almost $231 million, overall ad spending on mutual fund products &#x2014; by all types of financial providers &#x2014; declined by about 14%.

ETFS OCT 05, 2007
SPDR man touts new ETFs

The SPDR Lehman International Treasury Bond ETF began trading today, State Street Global Advisors announced.

ETFS OCT 05, 2007
Barclays puts state-specific ETFs in play

The first state-specific municipal bond exchange traded funds began trading today, Barclays Global Investors announced.