Bloomberg

Bloomberg
Displaying 13045 results
RIA NEWS OCT 27, 2009
US consumer confidence takes surprising hit, slips further in October, research group says

US consumer confidence takes surprising hit, slips further in October, research group says

FINTECH OCT 27, 2009
Kapitall, a slick new investing site for consumers and advisers, takes flight

The beta of Kapitall — an investing website intended for consumers or advisers — was launched yesterday.

MUTUAL FUNDS OCT 25, 2009
Flanagan: Few layoffs expected at Van Kampen in wake of $1.5B deal

Invesco Ltd. is likely to keep intact most of the Morgan Stanley/ Van Kampen operations, which it said last week that it would acquire for $1.5 billion — although some changes are expected in the $119 billion retail money management business it's buying.

RETIREMENT PLANNING OCT 25, 2009
Senate to address conflicts in proprietary target funds

Insiders say that the Senate Special Committee on Aging hearings Wednesday will focus on the potential for conflict of interest within proprietary target date funds.

FINTECH OCT 25, 2009
Outsourcing site aims to be advisers' personal shopper

Small advisory firms and sole practitioners, especially those just starting out, often don't know where to turn for expertise in selecting technology and software.

FIXED INCOME OCT 25, 2009
Looking beyond the basic bond ladder strategy

Fixed-income securities — traditional tools to dampen portfolio volatility — are now behind investment strategies intended to guarantee retirement in-come and cash flow.

MUTUAL FUNDS OCT 25, 2009
J.P. Morgan rolls out online evaluation tool for target date funds

J.P. Morgan Funds is rolling out an online version of its target date evaluation program for financial advisers.

LIFE INSURANCE AND ANNUITIES OCT 23, 2009
Insurance advocates laud changes to Consumer Financial Protection Agency Act

Members of the insurance industry are applauding an amendment to the Consumer Financial Protection Agency Act of 2009 that eliminates a section that would have given the agency oversight of some insurance products.

LIFE INSURANCE AND ANNUITIES OCT 23, 2009
New Hartford VA lets clients allocate money to a built-in income component

The Hartford Financial Services Group Inc. has introduced a variable annuity that allows clients to allocate dollars into a built-in income component.

FINTECH OCT 23, 2009
Share of Wallet Report added to WealthTouch platform

WealthTouch Inc. this week announced an addition to its Institutional Reporting Module which it is calling the Share of Wallet Report.