Bloomberg

Bloomberg
Displaying 13179 results
FINTECH JUN 23, 2008
Salesforce.com unveils CRM for indie advisers

Salesforce.com Inc is going after the independent adviser market with Salesforce for Wealth Management, a customized, adviser-focused version of its popular customer relationship management application.

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).

RIA NEWS JUN 23, 2008
Study: Financial services firms are going green

In a move that likely will make environmentalist and actor Ed Begley Jr. proud, financial services firms are taking steps to make their offices green.

ETFS JUN 23, 2008
Frontier ETFs may expand investors' horizons

A handful of exchange traded funds are looking to give investors access to frontier markets, or countries that are less developed than traditional emerging markets.

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
Advisers mull bevy of election issues

It isn't just about taxes this time.

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
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.