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FINTECH MAR 31, 2008
Post-retirement tools still seen as weak

While most financial advisers rely on financial planning software to steer clients through retirement, many are realizing that charting a retirement path is as much art as science.

PRACTICE MANAGEMENT MAR 31, 2008
March Week 4: Rolling out the plan

It's now time to share your communications plan with your team and top clients.

ALTERNATIVES MAR 31, 2008
Man Group buys into Ore Hill Partners

The hedge fund has agreed to buy a 50% stake in the New York-based credit specialist fund manager Ore Hill Partners.

INDEPENDENT BROKER DEALERS MAR 31, 2008
Advanced Equities gears up to go public

Advanced Equities Financial Corp., a Chicago-based securities firm that has carved a niche of financing companies backed by venture capital firms, is preparing for an initial public offering.

FINTECH MAR 31, 2008
Website redesigns for advisers

Financial advisory firms that are mulling the idea of revamping their company websites can learn some useful lessons from others.

MUTUAL FUNDS MAR 31, 2008
Domestic stock funds lured $3.3 billion in February

In a break with the previous 10 months, investors poured $3.3 billion more into domestic stock funds in February than they took out.

RETIREMENT PLANNING MAR 28, 2008
Barclays chooses MetLife as annuity provider

MetLife is bringing in its deferred income annuity as an asset allocation option in a defined contribution plan.

LIFE INSURANCE AND ANNUITIES MAR 28, 2008
Insurer sues ex-chief executive

AIG has filed suit against ex-chief executive Maurice Greenberg and six other former directors and executives, accusing them of breaching fiduciary duty,

RIA NEWS MAR 28, 2008
U.S. spending flatlined in February

U.S. consumption edged up by a scant $12 billion, a gain of only 0.1%.

MUTUAL FUNDS MAR 28, 2008
Vanguard shuffles managers in bond funds

Vanguard announced several reassignments of portfolio managers in its fixed income and money market funds.