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RIA NEWS AUG 25, 2009
Taking a closer look at mortgage deductions - Tax News & Information - Investment News

Mortgage interest deductions are the subject of recent examinations conducted by the Internal Revenue Service through the mail.

MUTUAL FUNDS AUG 25, 2009
Volcker's regulatory suggestions rile money market execs

The idea of regulating the money market mutual funds as if they were banks could be detrimental to the $3.6 trillion industry, observers said today after former Federal Reserve chairman Paul Volcker called for tighter reins on the funds.

RIA NEWS AUG 25, 2009
White House projects bigger deficits, bigger debt

White House officials project lingering high unemployment in the short term and a massive 10-year federal deficit of $9 trillion that feeds a ballooning national debt.

PRACTICE MANAGEMENT AUG 24, 2009
Win affluent clients with beneficiary audits

Study after study has found that affluent clients, above all else, want three things from their advisers: comprehensive financial planning, high-touch service and regular communications.

REGULATION AND LEGISLATION AUG 21, 2009
AIG fights lawsuit filed by customers who lost millions with Madoff

American International Group Inc. yesterday dismissed as “without merit” a lawsuit filed by two investors who claim the insurer should have covered the losses they suffered because they invested with Bernard L. Madoff.

RIA NEWS AUG 21, 2009
USAdvisors Network joins Securities America

Independent broker-dealer Securities America Inc. has announced that USAdvisors Network LLC of Eden Prairie, Minn., has signed an agreement for its affiliated advisers and institutions to join the La Vista, Neb.-based firm.

MUTUAL FUNDS AUG 21, 2009
Money fund assets fell to $3.581T in latest week

Total money market mutual fund assets fell by $12.07 billion to $3.581 trillion for the week, the Investment Company Institute said yesterday.

RIA NEWS AUG 20, 2009
Swiss banker, lawyer face U.S. tax charges in probe

A Swiss banker and a lawyer are the latest to face U.S. criminal charges in a wide-ranging international tax evasion investigation.

ALTERNATIVES AUG 20, 2009
Regulator seeks tighter derivatives bill

A key federal regulator is asking lawmakers to tighten legislation imposing broad new oversight on derivatives by going beyond the Obama administration's proposal in several areas governing the complex financial instruments blamed for hastening the global economic crisis.

REGULATION AND LEGISLATION AUG 20, 2009
Peeved about losses, Bahamas couple files $5M arbitration claim against Merrill

A securities arbitration claim of $5 million has been filed against Merrill Lynch by a Freeport, Bahamas couple who say the preferred financial company stocks the company sold them were unsuitable, according to the law firm representing the couple.