IA > Breaking News http://www.investmentadvisor.com Copyright 2008 News, Advice, Events & Analysis for Independent Advisors & RIAs en-us http://www.investmentadvisor.com/images/ia_logo122x21.gif IA > Breaking News http://www.investmentadvisor.com The Healthcare Scare http://www.investmentadvisor.com/article.php?article=8999 Thu, 24 Jul 2008 07:29:00 -0400 Savita Iyer-Ahrestani Finance http://www.investmentadvisor.com/article.php?article=8999 Medicare, as it should be, is a top priority for the next Congress

With Medicare set to hit insolvency in 2018 or 2019, according to most predictions, and doctors’ fees and insurance premiums escalating to new highs, healthcare is perhaps the most important issue on the American agenda today. Research conducted by Hartford, Connecticut-based Hartford Financial Services in partnership with Massachusetts Institute of Technology’s (MIT) AgeLab show that it is also the greatest worry for retirees and pre-retirees.

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Hanging On To Retirees http://www.investmentadvisor.com/article.php?article=8998 Thu, 24 Jul 2008 07:18:00 -0400 Savita Iyer-Ahrestani Finance http://www.investmentadvisor.com/article.php?article=8998 Money, feeling needed biggest reasons why employees don’t retire

If employers want to hold onto their employees, they have a narrow window of up to two years in which they may be able to change retiring workers’ decisions by offering them a “toolkit” of incentives to remain with the company, according to results of a recent survey of the aerospace and defense industries released by the Washington, D.C.-based Employee Benefit Research Institute (EBRI).

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Bettinger to Succeed Charles Schwab http://www.investmentadvisor.com/article.php?article=9000 Wed, 23 Jul 2008 09:34:00 -0400 James J. Green Finance http://www.investmentadvisor.com/article.php?article=9000 Schwab president will become CEO on October 1

Walt Bettinger, the 47-year-old president and COO of Charles Schwab Corp., will succeed the company’s founder and chairman, Charles R. Schwab, as CEO of the company effective Oct. 1.

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> CFP Board Beefs Up DC Staff http://www.investmentadvisor.com/article.php?article=8980 Tue, 22 Jul 2008 11:39:00 -0400 Melanie Waddell Finance http://www.investmentadvisor.com/article.php?article=8980 Mohrman-Gillis to head public policy

Furthering its efforts to strengthen its presence in Washington, the CFP Board recently named Marilyn Mohrman-Gillis as its new managing director of public policy. Mohrman-Gillis will start her new position August 18.

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Templeton Passes http://www.investmentadvisor.com/article.php?article=8979 Tue, 22 Jul 2008 11:34:00 -0400 Robert F. Keane Finance http://www.investmentadvisor.com/article.php?article=8979 Fund founder, philanthropist, and spiritual seeker was 95

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Ameriprise Financial to Acquire Seligman http://www.investmentadvisor.com/article.php?article=8981 Tue, 22 Jul 2008 09:03:00 -0400 Robert F. Keane Finance http://www.investmentadvisor.com/article.php?article=8981 Venerable asset management firm to come under RiverSource umbrella

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Treasury Injects Liquidity Into Fannie, Freddie http://www.investmentadvisor.com/article.php?article=8950 Mon, 14 Jul 2008 13:16:00 -0400 Melanie Waddell Finance http://www.investmentadvisor.com/article.php?article=8950 Three-pronged plan designed to keep GSEs functioning normally

Acting to avert bankruptcy for the nation’s two biggest home loan lenders, Congress approved an emergency “rescue package” over the weekend of July 12-13 that gives the Treasury Department the ability to inject billions in investments and loans to Fannie Mae and Freddie Mac.

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Another Institutional Capital Fund from Mainstay http://www.investmentadvisor.com/article.php?article=8947 Fri, 11 Jul 2008 17:29:00 -0400 James J. Green Finance http://www.investmentadvisor.com/article.php?article=8947 Looking globally at $2 billion-plus companies

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Wheels of Blueprint in Motion http://www.investmentadvisor.com/article.php?article=8945 Fri, 11 Jul 2008 13:56:00 -0400 Melanie Waddell Finance http://www.investmentadvisor.com/article.php?article=8945 Recent SEC/Fed info-sharing agreement acts as catalyst

House Financial Services Committee Chairman Barney Frank (D-Massachusetts) said July 10 that there’s a consensus building that more financial services regulation is needed, and that Congress “should be moving to empower the Federal Reserve Board to have regulatory authority over a wide range of financial institutions.”

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Hedge Funds Do Well as Equity Markets Slide http://www.investmentadvisor.com/article.php?article=8944 Fri, 11 Jul 2008 11:28:00 -0400 Melanie Waddell Finance http://www.investmentadvisor.com/article.php?article=8944 During the second quarter, hedge fund managers performed better as they maintained well-hedged, tighter exposures

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> More Equity Funds http://www.investmentadvisor.com/article.php?article=8946 Fri, 11 Jul 2008 10:25:00 -0400 James J. Green Finance http://www.investmentadvisor.com/article.php?article=8946 Schwab adds two to Laudus Funds

Schwab’s Laudus Funds, which partners with third-party money managers, has added international equity and global equity mutual funds from London-based Mondrian Investment Partners Ltd. to its lineup.

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Putnam’s New People http://www.investmentadvisor.com/article.php?article=8948 Fri, 11 Jul 2008 09:31:00 -0400 Finance http://www.investmentadvisor.com/article.php?article=8948 Four fund managers join the firm

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Blair Welcomes Back Balkin http://www.investmentadvisor.com/article.php?article=8951 Fri, 11 Jul 2008 09:19:00 -0400 Kara P. Stapleton Finance http://www.investmentadvisor.com/article.php?article=8951 New investors also welcomed into small-cap growth fund

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Employee Strategy: Train to Retain http://www.investmentadvisor.com/article.php?article=8941 Wed, 9 Jul 2008 15:27:00 -0400 Maya Ivanova Finance http://www.investmentadvisor.com/article.php?article=8941 Best Practices for investing in your firm’s most valuable asset—PracticeEdge, the monthly best practices newsletter

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> SEC Nominees Confirmed http://www.investmentadvisor.com/article.php?article=8938 Wed, 2 Jul 2008 12:56:00 -0400 Melanie Waddell Finance http://www.investmentadvisor.com/article.php?article=8938 Three new commissioners will have terms ranging from two to five years

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Saving the Stock Market http://www.investmentadvisor.com/article.php?article=8937 Tue, 1 Jul 2008 10:24:00 -0400 Ben Warwick Finance http://www.investmentadvisor.com/article.php?article=8937 Worries about housing and energy are making the psychological effects of the market downturn even worse—Searching for Alpha, the monthly index newsletter for July 2008

After April and May’s resilient comeback for stocks, weakness in the finance sector dragged the market down significantly in June, resulting in the third consecutive losing quarter for the S&P 500 index. Most of the problems, as expected, were mortgage-related. With analysts absolutely moribund, investor psychology wrecked, and large cap indexes at 2008 lows, investors must be wondering if there’s any chance of short-term relief for this market.

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> More at Vanguard http://www.investmentadvisor.com/article.php?article=8935 Fri, 27 Jun 2008 08:49:00 -0400 Kara P. Stapleton Finance http://www.investmentadvisor.com/article.php?article=8935 Adding funds and reducing fees

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Auld To Head AIG Financial Advisors, American General Securities http://www.investmentadvisor.com/article.php?article=8934 Thu, 26 Jun 2008 16:05:00 -0400 Melanie Waddell Finance http://www.investmentadvisor.com/article.php?article=8934 Former president of NEXT Financial succeeds Cannon

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Advisors Not Up to Date on Annuities http://www.investmentadvisor.com/article.php?article=8926 Thu, 26 Jun 2008 07:54:00 -0400 Savita Iyer-Ahrestani Finance http://www.investmentadvisor.com/article.php?article=8926 Survey shows strength in accumulation phase not matched when it comes to income and asset preservation

Mitch Politzer, senior VP of Lincoln, Nebraska-based Ameritas Advisor Services (a unit of Ameritas Life Insurance Corp., New York), had a hunch that financial advisors might not be as prepared as they should be to lead Americans toward a secure retirement. He therefore teamed up with Chicago-based market research firm Spectrem Group and put together a survey aimed at testing advisor know-how and opinion on the kinds of investment products available on the market today

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]> Growth in 401(k)/IRAs, Participants Has Slowed http://www.investmentadvisor.com/article.php?article=8929 Thu, 26 Jun 2008 07:46:00 -0400 Savita Iyer-Ahrestani Finance http://www.investmentadvisor.com/article.php?article=8929 Rollovers responsible for increase in IRA assets

Sponsored By:

DWS ScudderDWS Scudder, the U.S. retail brand name of Deutsche Asset Management, provides financial advisors with a comprehensive selection of innovative investment strategies.
www.dws-scudder.com

]]>