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RETIREMENT TAX APR 23, 2007
Mutual Fund Store nabs executive from H&R Block

SAN FRANCISCO — David Byers was hired away last month from H&R Block Inc. to apply big company retailing tactics to The Mutual Fund Store LLC.

NEWS INDUSTRY NEWS APR 23, 2007
Tech IPOs poised to make a comeback in New York

NEW YORK — Dice Holdings Inc., which operates career- and job-oriented websites, including Dice.com and JobsintheMoney .com, plans to raise $100 million through an initial public offering.

YOUR PRACTICE FINTECH APR 23, 2007
For advisers, failing to plan is planning to fail

WASHINGTON — Financial advice professionals who routinely log 60-hour workweeks may be spinning their wheels, a new report suggests.

INVESTING ETFS APR 23, 2007
Two high-yield funds aim to help hedge risk

PHILADELPHIA — At a time when many financial advisers think that investors should stay away from high-yield bonds because they are too risky, along come two high-yield products that investors can use to hedge some of that risk.

NEWS WIREHOUSES APR 23, 2007
Schwab’s donor-advised-fund assets closing in on Vanguard’s

BOSTON — The Schwab Charitable Fund is nipping at the heels of the Vanguard Charitable Endowment Program as the nation’s second-largest donor-advised fund.

NEWS WIREHOUSES APR 23, 2007
Smith Barney reps ecstatic over cost cuts

IRVINE, Calif. — Smith Barney reps are supportive of the cost-cutting plan New York-based Citigroup Inc. announced April 11.

INVESTING MUTUAL FUNDS APR 23, 2007
Activists press funds to nix big comp deals

BOSTON — Labor activists are using a Securities and Exchange Commission rule requiring mutual fund proxy disclosure to ratchet up the pressure on executive compensation that they consider excessive.

NEWS WIREHOUSES APR 20, 2007
Schwab reduces, scraps minimums

Charles Schwab Corp. has reduced account opening minimums for all of its main brokerage and retirement accounts and eliminated minimums for many others, the firm announced today.

INVESTING MUTUAL FUNDS APR 20, 2007
Nuveen to buy HydePark

Nuveen Investments Inc. has agreed to acquire HydePark Investment Strategies, a specialist in enhanced equity investment management.

NEWS WIREHOUSES APR 20, 2007
Ryan withdraws from Treasury nomination

JPMorgan Chase & Co. chief executive T. Timothy Ryan has withdrawn himself from consideration to be the Department of the Treasury's top international policy adviser, according to published reports.