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IndexIQ Launches Hedging Mutual Fund

IQ Alpha Hedge Strategy Fund to be Team Managed, Invest in ETFs

Fidelity Brokerage Assets Up 2% to $1.92 Trillion

Division Serving Advisers Sees 10% Increase in Assets

As Annuity Sales Boom, Regulators Take Notice

FINRA, SEC, State Insurance Commissioners Increase Scrutiny

Hedge Fund Inflows Suffer Steep 2Q Slide

Flows Tumble 79% to a Mere $12.5B Trickle

Barclays to Offer Target-Date & Target Risk ETFs

Funds-of-Funds to Draw From Existing iShares

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Articles

First-Half Losses for Hedge Funds Leads to Second-Half Worries

The credit crisis continues to hit the $2 trillion hedge fund industry hard (see related story, page one). More funds have left the industry, and fewer have entered, over the past six months than collectively last year. In April and May it seemed the hedge fund market was rebounding as it experienced gains of 1.2% and 2.11% respectively, according to data from Hedge Fund Research. In June, however, losses returned, with the average hedge fund slipping 0.68%. Through June, the average hedge funds is off 0.75%.

Give Mutual Fund Investors the 'Gold Card' Treatment

Get a little imagination, guys. It never ceases to surprise me how uninspired most financial services, and in particular, mutual fund, advertisements are. Only two come to mind as standouts: AXA's ads with the proverbial 800-pound gorilla in the room, representing the big question of how underprepared most people are for retirement, and another, by an investment firm I cannot even remember, in which an older couple resort to comically drastic financial measures, like taking in an unlikely boarder in order to get by.

Money Market Funds Called Upon to Make Non-Public SEC Filings

How serious are liquidity problems with money market mutual funds? Mercer Bullard, founder and president of Fund Democracy, believes they're serious enough to warrant an immediate rule requiring money market mutual funds to make non-public monthly electronic filings of their portfolios to the Securities and Exchange Commission. In fact, he's upset that so far, the only SEC reaction had been a secretary's acknowledgement of the receipt of his Jan. 16 rulemaking petition.

Equity Mutual Funds Slip 15 Basis Points in 2Q08

Mutual fund investors held resilient in the second quarter of the year, 'shrugging off weakness in the labor and housing markets and even ignoring the rising cost of oil and gas,' announced Tom Roseen, senior research analyst for Lipper, during the firm's press conference last Tuesday on the quarter's results. 'We saw in the headlines that it was a very bad quarter, the worst quarter for the Dow since 1929, but I think you are going to see that that's not the case for mutual funds,' Roseen said. 'Certainly for a lot of the big, large-cap and value-oriented funds it was a real dour quarter and a horrible month in May, but if you take a grander look at things, the first two months of the quarter were really, really good.'

The Mighty Baby Boomers

Baby Boomers now comprise half to three-quarters of the clients of fee-based advisers and independent reps, a new wealth report found.

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