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RIA NEWS JUN 23, 2008
A rosy small-cap outlook

Optimism characterizes management's thinking at the Natixis Vaughn Nelson Small Cap Value Fund (NEFJX).

LIFE INSURANCE AND ANNUITIES JUN 23, 2008
Annuities winning a place in target date strategies

Embedding annuities into target date funds might be the key to offering annuities as an investment option in 401(k) plans.

RIA NEWS JUN 23, 2008
Socially conscious investing blossoms with DOL's blessing

Ten years after the Department of Labor gave its blessing to socially conscious investments in defined contribution plans, the area finally has come of age.

MUTUAL FUNDS JUN 23, 2008
Donor fund inflows track volatile market

Economic uncertainty and market volatility are taking donor-advised funds on a roller coaster ride.

RIA NEWS JUN 23, 2008
Advisers mull bevy of election issues

It isn't just about taxes this time.

RIA NEWS JUN 23, 2008
In tough times, charitable giving sets record

Charitable giving in the United States reached a record $306.4 billion in 2007, the Giving USA Foundation reported.

LIFE INSURANCE AND ANNUITIES JUN 20, 2008
New York Life hires retail chief

New York Life Insurance Co. has tapped Jon Stenberg to join the company as a senior vice president in the individual-life department.

FIXED INCOME JUN 20, 2008
Bill would curtail separate muni ratings

Legislation that would require municipal bonds to be rated similarly to corporate bonds was introduced today in the House.

RIA NEWS JUN 20, 2008
Pyramis names new president

Pyramis Global Advisors announced yesterday that Kevin C. Uebelein has been named president and chief executive.

REGULATION, LEGAL & COMPLIANCE JUN 20, 2008
Former UBS employee testifies against firm

A former UBS AG banker testified against the firm yesterday, claiming it participated in schemes to help hide $20 billion in assets and avoid income tax laws.