Bloomberg

Bloomberg
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MUTUAL FUNDS APR 21, 2008
ICA launches FundSelect

Investors Capital Advisory Services has released a new mutual fund wrap program named FundSelect.

FINTECH APR 21, 2008
XLR8 takes CRM online

Advisers in the market for customer relationship management tools and aware of the popularity of giant Salesforce.com might be interested in examining XLR8 (pronounced "accelerate").

REGULATION AND LEGISLATION APR 21, 2008
Auction rate securities class actions are filed

A spate of class actions involving auction rate securities may be behind an expected rise in securities class actions this year.

FINTECH APR 21, 2008
Resolver solves spreadsheet quagmire

What do you get when you combine an electronic-circuit designer turned accountant with an equity analyst turned fund manager, both of whom like to dabble in programming?

MUTUAL FUNDS APR 21, 2008
A fund that capitalizes on volatility

OPINION APR 18, 2008
How to avoid a costly IRA beneficiary designation mistake

LIFE INSURANCE AND ANNUITIES APR 18, 2008
FINRA seeks to delay some of VA sales rule

The regulator wants to delay a rule that governs the review of deferred variable annuity sales.

ALTERNATIVES APR 18, 2008
Goldstein to start pro-hedge fund group

Activist hedge fund manager Phillip Goldstein will create a non-profit to help the industry challenge "regulatory injustices."

RIA NEWS APR 18, 2008
Citigroup, E*Trade, Wilmington Trust

Citigroup reported a loss of $5.1 billion, or $1.02 per share, for the first quarter, its second consecutive quarterly loss.

RIA NEWS APR 18, 2008
Bank of New York Mellon: Making bank

The bank reported a 72% increase, led by gains from lending to investors and last year’s $18.3 billion merger with Mellon Financial.