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RIA NEWS JUN 25, 2007
For older students, paying loans requires blueprint

NEW YORK — Advisers may want to exercise some tough love when their clients approach them about going back to school for an advanced degree.

WIREHOUSES JUN 25, 2007
Suspicions are verified: Fidelity is tops in IRAs

CHICAGO — Data gathered by Boston-based research firm Cerulli Associates Inc. confirm what most observers have long suspected: Fidelity Investments is the nation’s individual-retirement-account powerhouse.

ALTERNATIVES JUN 22, 2007
Bear Stearns rescues hedge fund

Bear Stearns will chip in up to $3.2 billion to help one of its struggling hedge funds

RIA NEWS JUN 22, 2007
Bill would tax 'carried interest'

Hedge fund and private-equity fund managers would pay higher taxes under a bill introduced today.

ETFS JUN 22, 2007
State Street launches BRIC ETF

State Street Global Advisors said that its SPDR Standard & Poor's BRIC 40 ETF will begin trading on the American Stock Exchange today.

INDEPENDENT BROKER DEALERS JUN 22, 2007
Brookstreet exec makes move

Scott Brooks has jumped from Brookstreet to Wedbush Morgan and has asked Brookstreet's reps to join him.

RETIREMENT PLANNING JUN 22, 2007
401(k) Co. and payroll service partner

The Online 401(k) announced today it is partnering with Expedition Payroll, which will allow the company to offer its clients more comprehensive payroll systems.

ALTERNATIVES JUN 22, 2007
Ritchie declares two units bankrupt

Hedge fund Ritchie Capital has filed for bankruptcy for two of its life insurance units that lost $700 million in policies.

RIA NEWS JUN 21, 2007
A.G. Edwards posts hefty 2Q gains

A.G. Edwards today reported first-quarter gains in net revenue and earnings, buoyed by gains in client assets and fee-based accounts.

RIA NEWS JUN 21, 2007
Bill would hike private-equity taxes

Congressional leaders are weighing a proposal that could raise taxes for private-equity firm managers.