planadviser - Index

Target Date Fund Research Suite

Ed O’Malley & Lisa Kottler

National Financial Partners

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Wealthy Americans Demonstrate Bearish Stance

July 3, 2008—Affluent investor and millionaires showed sagging optimism in the month of June, according to results of Spectrem’s indexes.

National Save for Retirement Week Debuts in October

July 3, 2008—In order to encourage Americans to make saving for retirement an everyday event, the government is set to dedicate a whole week to it.

Former UBS Broker Sues Firm

July 3, 2008—A former UBS broker filed a lawsuit against the firm, alleging it forced him to resign for cooperating with regulators, the Boston Globe reported.

• Lucido Leaves Watson Wyatt to Lead New Fidelity Practice
• FundQuest Adds Member to Investment Management Team
• Rogerscasey Acquires Toronto Consultant Firm

• Independence Investments Advises New SEI-Managed Collective Funds
SEI offers three new funds to defined contribution and defined benefit retirement plans, sub-advised by Independence Investments LLC.
• Vietnamese Firms Make Russell Index Cut
Russell Investments has added companies in Vietnam to the Russell Global Index for the first time.
• S&P Changes Include Expansion of Global Equity Index
The S&P/Citigroup Global Equity Indices will be combined with the S&P/IFCG and Frontier Index Series to form the S&P Global Equity Indices.

May/June 2008
A New Dimension

Industry trends have many advisers taking another look at their revenue models

Ed O’Malley & Lisa Kottler

Wealthy Americans Demonstrate Bearish Stance

National Save for Retirement Week Debuts in October

Former UBS Broker Sues Firm

May/June 2008A New Dimension

May/June 2008
A New Dimension