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Fidelity to Reshuffle Staff in Four Locations

July 2, 2009 – Roughly 1,000 employees will be moved to Boston and Smithfield, R.I.

With a 48% Return, Bill Miller Got Game

July 2, 2009 – The Legg Mason Opportunity Trust Fund is the leading U.S. stock fund in the second quarter.

Rydex Advisor Confidence Index Rose 4% in June

July 1, 2009 – It’s the second consecutive monthly increase since October 2007.

Advocacy Group to Emphasize Higher Fiduciary Standards for Advisers

July 1, 2009 – Brokers are paid to represent the interests of their firm, Committee for the Fiduciary Standard says.

Half of Independent RIAs Add Clients

July 1, 2009 – Advisers are benefitting from growing dissatisfaction with brokerages.

Standard & Poor's Says Recession to End This Year

July 1, 2009 – And the firm’s chief investment strategist projects GDP growth of 1.3% in 2010.

'Greed Will Come Again': Bill Gross

July 1, 2009 – But fear and frugality will dominate consumer behavior for at least a generation, he adds.

Group Annuities May Be Inappropriate for 401(k)s

June 30, 2009 – Critics cite lockups, higher fees.

Hedge Funds on Track to Return 6%+ in 2Q

June 30, 2009 – But many investors, particularly institutional investors, are still waiting for reforms before committing new money.

Match or No Match, 401(k) Contributions Are Critical

June 30, 2009 – Advisers are recommending that investors continue to make contributions to their 401(k).

Revenue-Sharing Fees Inconsistent in 401(k)s

June 30, 2009 – Some funds have high revenue-sharing fees, while others have none at all.

T. Rowe Launches Large-Cap Core Fund

June 30, 2009 – Fund will invest in U.S. companies regardless of growth or value style.

Haldeman Steps Down From Putnam Roles

June 30, 2009 – After postponing retirement, Putnam chairman moves on.

Advisers Succeeded in Gaining 14% for Millionaires in 2008

June 29, 2009 – While millionaires who didn’t work with an adviser lost an average 18% in 2008, those that did lost only 4% of assets.

Fund Giants Resist 'Radical Changes' to Money Funds

June 29, 2009 – But most agree with SEC proposals to make them safer.

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