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YOUR PRACTICE FINTECH NOV 05, 2007
PNC's deal for Albridge raising some concerns

While The PNC Financial Services Group's announcement last week that it is set to acquire Albridge Solutions Inc. was applauded by many in the financial advisory industry, some raised concerns that the planned merger might prove less than a panacea.

RETIREMENT RETIREMENT PLANNING NOV 05, 2007
Connecticut is now the nest egg state

Connecticut is the top-scoring state, and Los Alamos, N.M., is the top-scoring community, for personal-savings and investing behavior, according to A.G. Edwards & Sons Inc.

NEWS INDUSTRY NEWS NOV 05, 2007
529 industry deals with low awareness

The Section 529 college savings plan industry is divided over how to raise public awareness of the product.

RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 05, 2007
Vendors of equity index annuities look to education

While many financial advisers continue to criticize and shun equity index annuities, insurance companies that sell the product are trying to improve its tarnished image by focusing on education.

NEWS INDUSTRY NEWS NOV 05, 2007
Schwab adviser assets growing at 20% pace

Advisers affiliated with Schwab Institutional are growing at a rate that outpaces the industry average, Charles Goldman, executive vice president, said last Monday in Las Vegas at the custodian's annual conference, IMPACT 2007.

INVESTING ALTERNATIVES NOV 05, 2007
CFTC asks Congress to give it more clout

Federal commodities regulators want new powers to police energy derivative trades of the sort that contributed to the collapse of Greenwich, Conn.-based Amaranth Advisors LLC last year.

YOUR PRACTICE FINTECH NOV 05, 2007
UMA platform gives advisers greater choice, firm contends

A unified managed account platform that gives advisers greater latitude in customizing portfolios for clients is being introduced today by ADVISORport, the UMA platform service of Wilmington, Del.-based PFPC Worldwide Inc.

NEWS INDUSTRY NEWS NOV 05, 2007
Sometimes it's just a gut feeling

With a strong market capitalization and bright management team in place, the stock of Wridgways Australia Ltd., a trucking and courier company, looked quite attractive to Steven Rogé , co-portfolio manager of the Rogé Partners Fund.

YOUR PRACTICE FINTECH NOV 05, 2007
Retirement of boomers will create market for advisers

In about a decade, when a significant number of baby boomers have retired, there will be a new market for financial advice.

RETIREMENT RETIREMENT PLANNING NOV 05, 2007
Funds, 401(k) service providers differ on fee breakdown

The mutual fund industry and independent 401(k) service providers squared off last week before the House Ways and Means Committee over whether fees for various 401(k) services should be broken down in disclosures to employers.