Investment News

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Articles in January, 2001 issue of Investment News

• Super (Bowl) day caps a super year; Raymond James grinds out a stellar record.
  by Kelly, Bruce
• Levitt flicks the switch on a scam; Broker made 600K, one couple claims.
  by Hoffman, David
• Evensky expansion hits snag; ambitious plan trips over funding shortfall.
  by Benjamin, Jeff
• New York Life Insurance Co.
• Phoenix offering premium service.
• Another gut punch For AmEx advisers: Company bops franchisees with new `technology' fee.
  by Benjamin, Jeff
• Where dividends never end.
  by Hoffman, David
• Shelves too full, U.S. report says.
• No boon for fido.
• Datebook: Events & happenings.
• Market resists Fed overture to ease landing: Still room to fall, analysts say.
  by Gabriel Jr., Frederick P.
• Regulators zero in on TV stock-touting conflicts: Pros facing more curbs, but media pose problem.
  by O'Brien, Sarah
• A dot-com gives managers shot at small accounts: BridgePortfolio looks to span investment gap.
  by O'Brien, Sarah
• Mad cows take bite out of the Big Mac.
  by Gabriel Jr., Frederick P.
• Stock market returns are almost destined to be significantly lower in the next era.
  by Bogle, John C.
• The Markets.
• "We're screening the very specific criteria for each sector".
  by Maldonado, Rosemarie
• For Brit advisers, fees will now buy the crumpets: New UK pension plan signals abrupt change.
  by Miller, Rick
• Ambitious Ga. bank buys high-end planner: More to help Synovus access wealthy clients.
  by O'Brien, Sarah
• Neuberger Berman Inc.
• Date Book; events & happenings.
• Now it's 'maison de l'eau': TD Waterhouse to build overseas fund business.
  by Gabriel Jr., Frederick P.
• GOP spars over spoils of turf war: At issue: Who in house will oversee FASB and ECNs.
  by O'Brien, Sarah
• There's danger lurking in the hedge funds.
  by Clowes, Mike
• "There is a crying need for a significant easing of monetary policy".
  by Fritz, Michael
• And now a word from our war room.
• Wealth in America: The Tech decade begets a nation of riches.
  by Kelly, Bruce
• The South: New, old economies fuel a doubling of millionaires: Tech-driven growth puts everyone in club.
  by O'Brien, Sarah
• Cambridge: online bonds and securities.
• New FundQuest exec has a knack for training.
  by Southall, Brooke
• Mergers set record, but year ends with a whimper: Fading equities, slow economy thwart deals.
  by Fritz, Michael
• Senate panel and securities group eye reg reform; gramm, SIA to push for review of 1930s laws.
  by Hansard, Sara
• For manufacturing, recession is now.
• MetLife enhances variable-life policy.
• Raymond James luring advisers.
• American Skandia Life Assurance.
• Marsh & McLennan Cos. Inc.
• Caldwell & Orkin Inc.
• Half pass the exam for status as CFP.
• Diversification with a retro look.
  by Benjamin Jeff
• Neuberger adds managing director.
• A score for a Gore.
  by O'Brien, Sarah
• Fund offers robust blend.
  by O'Brien, Sarah
• Investors frown at nod for AOL Time Warner.
  by Gabriel Jr., Frederick P.
• The West: Bedeviled by excess abundance: Spike in wealth warps what it means to be rich.
  by Southall, Brooke
• New England: Rising wealth floats many yachts: Across the region, rich redefine term 'upscale'.
  by Gabriel Jr., Frederick P.
• Bondbook LLC.
• Online planning for special-needs kids.
• AccessData Corp.
• Drugs and biotech: Flashes in the pan?
  by Clowes, Mike
• Bill introduced to cut SEC fees.
• A 'beached whale' must find open sea; CEO McColl passing torch, mixed legacy at Bank of America.
  by Miller, Rick
• Subprime target.
  by Southall, Brooke
• Greenspan does his Marilyn imitation.
  by Gabriel Jr., Frederick P.
• Insurers face life after death (tax): Repeal of estate taxes to cut insurance sales.
  by Fritz, Michael
• The Europeans are coming, again.
  by O'Brien, Sarah
• Feds to end disconnect on fund ads: Insurers will benefit most on advertising changes.
  by Hansard, Sara
• Buck-passers facing wider pension audits: Feds eye companies that stick employees with expenses.
  by Hansard, Sara
• "Those that are in a position of making allocations into hedge funds ... certainly have the right to know what's going on".
  by Benjamin, Jeff
• At the bell.
• Nasdaq's stock deal confounds members: Second offering ending with no IPO in sight.
  by Kelly, Bruce
• Firms take managed munis into the fast lane: Offered as alternative to ailing muni funds.
  by Hoffman, David
• Analysts target companies at forefront of genomics: Now is the time to shop for future's big winners.
  by By Greene, Marvin V.
• Eyeing advisers, N.Y. life revamps offerings: Ends load and cuts minimums on funds.
  by Hoffman, David
• Villanova Capital.
• Bigger is better, long term; smallfunds lose edge over time, study finds.
  by Gabriel Jr., Frederick P.
• Fremont reopens micro-cap fund.
• Hancock called a double threat.
  by Benjamin, Jeff
• Putting a shoeshine and s ile to work: Wanted: male advisers with the gift of gab.
  by Southall, Brooke
• CheckFree Corp.
• Carnick & Rainsberger.
• Principal trolls for reps with 35-fund launch.
  by Hoffman, David
• SunAmerica Financial Network.
• Client presentation tool is now offered in three packages.
• Holiday sales top low expectations.
• SEC urges input on options votes.
• 'I can't believe it's a portfolio manager!': Stars really do answer phones at small shops.
  by Miller, Rick
• Tech Decade augurs a new Renaissance.
• The postman rings FedEx's doorbell.
• Foliofn aligns with credit union group: Strategy could end mutual funds' reign.
  by O'Brien, Sarah

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