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FINTECH MAY 12, 2008
Boulevard R offers actionable financial plans

BoulevardR.com, an interactive website that has been used primarily as a tool for retirement planning, is launching a three-step process that provides an actionable financial plan prepared by a financial planner for $49.

LIFE INSURANCE AND ANNUITIES MAY 12, 2008
Report: AIG unit mulls split

One of American International Group Inc.’s units is considering splitting from the insurer, The Wall Street Journal reported.

FINTECH MAY 09, 2008
Fidelity platform on schedule; Eagle upgrades

A portfolio modeling and rebalancing tool is being built into an upcoming Fidelity WealthCentral Platform.

ALTERNATIVES MAY 09, 2008
Advisers debate alternative investments

Advisers may see increasing numbers of mutual fund products that include alternative-investment strategies.

RIA NEWS MAY 09, 2008
Americans warily optimistic about economy

More consumers had a positive outlook about the economy, even as concerns about job security grew.

RIA NEWS MAY 09, 2008
Stifel nabs three reps from Wachovia

Larry Herring, Joe Hagen and Kenn Hugos were all legacy A.G. Edwards & Sons representatives in Phoenix.

RIA NEWS MAY 09, 2008
Happy days are near again, says Dimon

The financial crisis is "75% to 85% done,” according to Jamie Dimon, chairman and chief executive of JPMorgan Chase & Co.

RIA NEWS MAY 09, 2008
Trade gap narrows in March

The U.S. trade deficit shrunk to $58.2 billion in March, down from $61.7 billion in February.

LIFE INSURANCE AND ANNUITIES MAY 09, 2008
States take shots at STOLI

Oklahoma and Connecticut have passed bills to discourage stranger-originated life insurance practices.

RIA NEWS MAY 09, 2008
Lower net at Gamco, loss at SMH

Gamco Investors reported a 45% drop in first-quarter net income to $10.5 million, compared $19.2 million a year ago.