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YOUR PRACTICE 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.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 12, 2008
A duty to monitor proxy voting

Upon the conclusion of a talk about achieving fiduciary excellence that I delivered April 28 at the Mountain States Public Employee Retirement Systems Forum in Denver, and sponsored by the Investment Management Network LLC of New York, an attendee approached me and asked, “What are my obligations as an investment committee member with respect to voting proxies?”

RETIREMENT 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.

NEWS INDUSTRY 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.

NEWS INDUSTRY 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.

RETIREMENT 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.

NEWS INDUSTRY 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.

NEWS INDUSTRY 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.

NEWS INDUSTRY 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.

INVESTING ALTERNATIVES MAY 09, 2008
Advisers debate alternative investments

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