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YOUR PRACTICE FINTECH AUG 06, 2007
More adviser tools coming to smart phones

Financial advisers who use a BlackBerry or other smart phone soon will be able to access a wider range of financial tools and applications.

RETIREMENT RETIREMENT PLANNING AUG 06, 2007
Some advisers to prosper under final 403(b) rules

CHICAGO — The role of financial advisers won’t be diminished by the new 403(b) regulations released late last month, according to industry experts.

NEWS BROKER DEALERS AUG 06, 2007
LPL to challenge custody biz

Armed with a series of fee cuts and reimbursements to its advisers, LPL Financial Services thinks that it can take on the giants of the custody business that provide platforms for fee-only registered investment advisers.

NEWS INDUSTRY NEWS AUG 06, 2007
529 plans achieving ‘critical mass’

One year after the passage of the landmark Pension Protection Act, which made federal tax breaks for Section 529 college savings plans permanent, the programs are approaching “critical mass,” according to the head of the College Savings Plan Network.

NEWS INDUSTRY NEWS AUG 06, 2007
Value or growth — which is No. 1?

PHILADELPHIA — The two biggest names in indexing don’t agree on the relative performance of value and growth stocks during the first half of the year.

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 06, 2007
Lifetime income offers advisers key sales opportunity

NEW YORK — Having enough income to last until age 90 and beyond is a future problem for baby boomers, but it can be solved now.

RETIREMENT RETIREMENT PLANNING AUG 06, 2007
Smallish 401(k) accounts said to get little support

NEW YORK — Retirement is already scary for both near-retirees on a tight budget and their planners, but these clients may warrant a second look, advisers said.

NEWS INDUSTRY NEWS AUG 06, 2007
OptionsHouse latest to offer ‘virtual trading’ tool

NEW YORK — OptionsHouse Inc., a Chicago-based online retail broker, late last month became the most recent firm to add a virtual options-trading tool to its website. The motivation for the online upgrade is unsophisticated investors who are interested in trading options but wary because they do not understand them.

NEWS INDUSTRY NEWS AUG 06, 2007
In a surprise, tech stocks jump higher

Amid market volatility that has shaken the confidence of even the most seasoned investors, one sector continues to shine unexpectedly: technology.

NEWS INDUSTRY NEWS AUG 06, 2007
H.D. Vest ramps up assets, adviser ranks

SAN FRANCISCO — With help from coaches who train accountants to behave more like financial advisers, H.D. Vest Financial Services is finding new success.