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RETIREMENT PLANNING FEB 25, 2009
Advisers, adopt Obama’s tone

PRACTICE MANAGEMENT FEB 25, 2009
Major leaguer broke because of Stanford scandal

Scott Eyre, a left-handed relief pitcher with the reigning World Series champion Philadelphia Phillies, has joined the roster of major-league players ensnared by the Stanford Financial scandal.

RETIREMENT PLANNING FEB 25, 2009
Financial planning is art: Techies

While financial planning software has helped streamline operations, experts encourage advisers to keep the client experience in mind.

FINTECH FEB 25, 2009
Navy Federal partners with FundQuest

Navy Federal Asset Management LLC today announced the launch of a new managed account platform in partnership with FundQuest Inc. of Boston.

MUTUAL FUNDS FEB 25, 2009
Musical chairs at Columbia Funds

Columbia Management Group LLC recently changed portfolio managers at 20 teams that manage more than 55 mutual funds.

ALTERNATIVES FEB 25, 2009
Managed-futures funds cool down

Managed-futures funds, which finished 2008 as one of the best-performing alternative strategies, hit a bump in January.

RIA NEWS FEB 25, 2009
Merrill 2008 losses revised up by $533 million

Merrill Lynch & Co. disclosed late Tuesday its 2008 losses were about $533 million more than previously reported, according to a regulatory filing.

LIFE INSURANCE AND ANNUITIES FEB 25, 2009
Chubb settles Mass. kickback case

RIA NEWS FEB 24, 2009
AIG seeks changes in its $150B fed loan

RIA NEWS FEB 24, 2009
Tuesday morning financial headlines