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RIA NEWS MAR 10, 2008
An alternative fleece

If hedge funds are becoming too commonplace, Michael Goldston offers jaded high-net-worth investors an alternative investment whose distinctiveness will knock their socks off and keep their feet toasty at the same time.

RIA NEWS MAR 10, 2008
529 industry vocal in finalizing fed tax rules

The Section 529 college savings plan industry is trying to make sure that the Internal Revenue Service doesn't rain on its parade.

FINTECH MAR 10, 2008
eMoney updates 360Pro suite

The firm's version 5.2 of its eMoney Advisor 360Pro suite of online financial planning tools will launch this month.

FINTECH MAR 10, 2008
Integrated software still an impossible dream

Problems come and problems go, but linking adviser tools so that data entered once can populate several software programs — that's a problem that seems eternal.

ETFS MAR 10, 2008
SEC rule change would eliminate exemptive orders for ETFs

Investors will be the ultimate winners if a Securities and Ex-change Commission proposal to permit exchange traded funds to operate without having to obtain individual exemptive orders becomes a reality.

LIFE INSURANCE AND ANNUITIES MAR 10, 2008
Nationwide Mutual to buy back shares for $2.2B

The move is intended to simplify the mutual company's ownership structure, according to the firm.

FIXED INCOME MAR 07, 2008
Regional bond dealers band together

Turmoil in the bond market was a factor in the formation of the Regional Bond Dealers Association, based in Alexandria, Va.

OPINION MAR 07, 2008
Hunting for Health Insurance in Early Retirement No Easy Task

RIA NEWS MAR 07, 2008
Jobs down, but so are unemployment claims

U.S. nonfarm payrolls shed 63,000 jobs in February — the second consecutive monthly decline.

RIA NEWS MAR 07, 2008
GunnAllen, Questar, Bluestein named in suit

An alleged Ponzi scheme ran for 12 years and defrauded 1,000 investors of $350 million.