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RETIREMENT PLANNING MAR 26, 2008
Vote on 401(k) fee disclosure likely

The bill is expected to pass the House by summer, but will not make it through the Senate, lawyer James Delaplane said.

RETIREMENT PLANNING MAR 26, 2008
Clients want advisers, not stock pickers

Most advisers are clueless about important tax rules that impact individual retirement accounts, CPA Ed Slott said.

RIA NEWS MAR 26, 2008
Bleak economy stats drive markets down

Orders for durable goods were down 1.7% last month, after a 5.1% drop in January, according to the Department of Commerce.

MUTUAL FUNDS MAR 26, 2008
Advisers weigh in on targeted payouts

Roving reporter Aaron Siegel quizzed conference attendees on their views on finance ... and the NCAA tournament.

LIFE INSURANCE AND ANNUITIES MAR 25, 2008
Pershing makes annuities available to B-Ds

Annuities are from Principal Financial Group, Symetra Life Insurance and firms affiliated with MetLife Investors.

FINTECH MAR 25, 2008
Version 8.1 of Portfolio Director available

Portfolio Director Inc. has announced completion of version 8.1 of its eponymous investment management software product.

RIA NEWS MAR 25, 2008
Home prices dive 10.7% in January

Residential real estate prices fell precipitously in most metro areas, according to the S&P/Case-Shiller Home Price Index.

LIFE INSURANCE AND ANNUITIES MAR 25, 2008
Aflac shareholders get 'say on pay' vote

Aflac's directors have released a proxy statement inviting its shareholders to vote on performance-based compensation.

RIA NEWS MAR 25, 2008
Consumer confidence still tumbling

The U.S. consumer confidence dropped again in March falling to the lowest figure seen since March 2003.

RIA NEWS MAR 25, 2008
Fortress Investment Group, Bank of China

Fortress recorded a loss in the fourth quarter due to compensation-related expenses related to its IPO last February.