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Fidelity adds trading to WealthCentral Mobile
FINTECH JUL 22, 2011
Fidelity adds trading to WealthCentral Mobile

Advisers can conduct transactions over iPhones and Android smart phones

Mortgage tax break set for the wrecking ball?
RETIREMENT PLANNING JUL 21, 2011
Mortgage tax break set for the wrecking ball?

Poll reveals more Americans willing to give up home-loan interest deduction

LIFE INSURANCE AND ANNUITIES JUL 21, 2011
Insurers getting plenty of mileage out of long-term-care hybrids

Pearl Neier, 85, decided against long-term-care insurance after hearing about the policies from AARP, the group that lobbies for older Americans

State regulators aren't nuts about souped-up ETFs
ETFS JUL 20, 2011
State regulators aren't nuts about souped-up ETFs

Leveraged and inverse funds over the head of the average investor, NASAA warns; plenty of fees, too

ALTERNATIVES JUL 19, 2011
David Lerner Associates sued over sales of REITs

David Lerner Associates Inc. has been sued by investors who claim that it acted negligently in the sale and underwriting of more than $6.8 billion in shares of the Apple Real Estate Investment Trusts

RIA NEWS JUL 15, 2011
After $99B collapse, rally seen for commodities

The commodities rout that knocked off $99 billion of market value two weeks ago is driving out speculators and leading The Goldman Sachs Group Inc., which forecast the plunge, to predict a possible recovery

MUTUAL FUNDS JUL 15, 2011
Catholic values-based fund eyeing financial stocks, telecoms

The global markets are flush with opportunities that have been screened for Catholic values, according to Greg Heilman, manager of the new Ave Maria World Equity Fund Ticker:(AVEWX).

RIA NEWS JUL 15, 2011
Catholic values fund fires back at N.Y. Times

The editorial took specific issue with investments in defense contractors such as United Technologies Inc. and “junk food giant” ConAgra Foods Inc. while not investing in Playboy Enterprises Inc.

RIA NEWS JUL 12, 2011
Arnott's index, called 'witchcraft' by Bogle, besting Vanguard

When Robert Arnott was deciding whether to start his own investment firm, he met with his hero John Bogle for dinner

NFL star sues 'long-term friend' for investment in airplane hangars
PRACTICE MANAGEMENT JUL 12, 2011
NFL star sues 'long-term friend' for investment in airplane hangars

Alex Brown, a defensive end with the New Orleans Saints, is suing his former team of financial advisers, alleging that they “abused the trust” of the player and his wife.