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Investigo Inks Deal With Ameritrade

   Investigo today announced a deal with Ameritrade Advisor Services whereby Ameritrade will offer Investigo's Web-based data consolidation and reporting software to...

Boomers Worry As Retirement Nears

   As the leading edge of the baby boomer generation approaches the age of 60, boomers are growing more worried about their retirement prospects, according to a new survey...

A Third Of Workers See Delayed Retirement

   About a third of working adults say they will delay their retirement plans-with many saying they need extra working years to save for retirement or retain health benefits...

Planning Pioneer Harold W. Gougues Dies

   Harold W. Gourgues, an advisor, author and Catholic deacon regarded as one of the pioneers of modern financial planning, has died at the age of 68...

MassMutual Launches Seminar For Women

   MassMutual Financial Group has launched an online seminar series specifically focused on women and their financial issues...

Intuit to Preview New Portfolio Management Product

    Intuit Inc. plans to unveil a new Web-based portfolio management application for financial professionals at the upcoming FPA San Diego 2005 National Conference...

Boston Capital Launches Apartment Complex REIT

    Apartment units have been among the weakest areas of the REIT market in recent years, but at least one firm sees a turnaround on the horizon...

New Advisor Designation Focuses On Senior Citizens

    The America College has introduced a new designation that focuses on the financial planning needs of senior citizens...

Survey: Tourists Fear Accidents More Then Terror

   American citizens who travel to foreign countries say they're more concerned about suffering a medical emergency in another country than they are of falling victim to a...

Study: BD's Short On Marketing Support

   Broker-dealers lean toward stinginess when it comes to supporting their advisors' marketing and practice management needs, according to a new survey...

Sinquefield To Retire From Dimensional Fund

   Rex Sinquefield, who 24 years ago co-founded Dimensional Fund Advisors and served as its co-chair and chairman of investment policy, will retire at the end of the year, the fund...

Fund Managers See Higher Interest Rates

   Global fund managers feel U.S. short-term interest rates need to rise to almost 4% on average to achieve neutrality, according to a new survey...

Advisors Urged To Target Key Markets

   Targeting specific markets will become increasingly important for advisors as the baby boomer generation continues to age, according to a new report...

Colin 'Ben' Coombs Honored By FPA

   Colin "Ben" Coombs has been named the recipient of the Financial Planning Association's 2005 P. Kemp Fain Jr. Award...

Fidelity New Client Assets Up 130%

   Fidelity Investments reported today that its new client assets in the second quarter more than doubled from a year ago, to a total of $61.3 billion...

MassMutual Acquires Golden Retirement Resources

   Mass Mutual Financial Group has acquired Golden Retirement Resources, a New York-based firm that develops and distributes products and services for the retirement-income...

IRS Cracks Down On Stock Options Abuse

    An Internal Revenue Service settlement offered to executives and companies involved in stock option abuses has resulted in settlements with 95 corporate executives, according...

Consumer Advocate Rails at NYSE Conference

   Investors are "unacceptably confused" by the various titles used by securities professionals so the Securities and Exchange Commission must clarify the distinctions...

Professor Appointed to CFP Board Post

   The Certified Financial Planner Board of Standards has named a university professor as chair of the organization's Board of Examiners.    David M...

OppenheimerFunds Launches Dividend Growth Fund

   OppenheimerFunds has introduced a new fund that concentrates on companies that pay dividends...