Advisor News

Displaying 26680 results
FINTECH MAR 10, 2008
eMoney updates 360Pro suite

The firm's version 5.2 of its eMoney Advisor 360Pro suite of online financial planning tools will launch this month.

By Bloomberg
FINTECH MAR 10, 2008
Integrated software still an impossible dream

Problems come and problems go, but linking adviser tools so that data entered once can populate several software programs — that's a problem that seems eternal.

By Bloomberg
OPINION MAR 07, 2008
Hunting for Health Insurance in Early Retirement No Easy Task

By Bloomberg
REGULATION AND LEGISLATION MAR 06, 2008
Sen. Dole: SarbOx a burden for banks

Republicans plan to introduce a bill that would make compliance with some provisions of Sarbanes-Oxley voluntary for banks.

By Bloomberg
REGULATION AND LEGISLATION MAR 05, 2008
FDIC casts vote of confidence in banks

Federal Deposit Insurance Corporation chairperson Sheila Bair said most financial institutions remain well capitalized.

By Bloomberg
FINTECH MAR 04, 2008
Schwab tech exec surveys field

Dan Skiles, vice president of Technology for Schwab Institutional, discussed the many issues his team has confronted.

By Bloomberg
RETIREMENT PLANNING MAR 04, 2008
Changes in DB plans to slow, Hewitt says

Changes to defined benefit plans will slow considerably this year, with 72% of plans surveyed by Hewitt Associates saying they would not likely make any changes to their plans this year, compared to 41% in last year’s survey.

By D Hampton
OPINION MAR 03, 2008
Key players should absorb subprime lessons

One of the keys to success in any endeavor is learning from experience.

By MFXFeeder
OPINION MAR 03, 2008
Gauging retirement readiness

Wall Street has become an industry of metrics

By Mark Elzweig
FINTECH MAR 03, 2008
Top re-balancing software vendors duke it out for new customers

Competition is heating up in the normally sedate world of portfolio re-balancing software.

By Bloomberg
WIREHOUSES MAR 03, 2008
Several wirehouses press advisers to talk health care with clients

Several wirehouse firms have begun pushing their financial advisers to talk to clients in more depth about health care issues in retirement, but at least one firm, UBS Financial Services Inc., is avoiding the topic because of liability concerns.

By Bloomberg
WIREHOUSES MAR 03, 2008
Several wirehouses press advisers to talk health care with clients

By Bloomberg
RETIREMENT PLANNING FEB 29, 2008
Advisers may get OK on IRA advice

The Labor Department will soon release guidelines detailing how advisers may give direct counsel to clients about IRAs.

By Bloomberg
FINTECH FEB 28, 2008
Citadel, Bloomberg create trading platform

Citadel Solutions starting Operational Alpha, the first fully integrated hedge fund trading platform for users of Bloomberg’s AIM institutional order management system.

By D Hampton
RETIREMENT PLANNING FEB 28, 2008
Fidelity's 401(k) platform raised

A record 516 new plans were funded in 2007, with total plans serviced growing to 2,825, a 15% increase from 2006.

By Bloomberg
FINTECH FEB 28, 2008
Survey: Risk technology below par

Many executives said their risk assessment systems had no common control library or were not sure if one existed.

By Bloomberg
RETIREMENT PLANNING FEB 28, 2008
Labor Dept. floats worker contribution rule

The rule would increase protection for employee contributions to pension and welfare-benefits plans for smaller firms.

By Bloomberg
FINTECH FEB 26, 2008
Citi gets a Legg up in SMA account trading

Citi Global Wealth Management will acquire the managed account trading and technology platform of Legg Mason Private Portfolio Group.

By Bloomberg
INDEPENDENT BROKER DEALERS FEB 25, 2008
Independents ahead in retirement race

It's early in the game, but independent advisers appear to be winning the competition to lure retirement assets, according to the management consulting firm McKinsey & Co.

By Bloomberg
WIREHOUSES FEB 25, 2008
Industrial bank bill moves closer to passage

Legislation is moving forward in the Senate that would allow financial services companies to keep their industrial banks.

By Bloomberg