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Operations & Technology

SEC Plans Move to International Reporting

August 27, 2008 - Public Has 60 Days to Comment on Road Map

Closed Funds Should Consider Cutting 12b-1 Fees

August 27, 2008 - S&P Says Existence of Fees Seems Counterintuitive to Investors

Hedge Funds Do Poor Job of Planning for Succession

August 27, 2008 - 70% Not Thinking Ahead to the Future

SEC Announces New IDEA

August 20, 2008 - Interactive Application Will House Mutual Fund Data

Fidelity Standardizing, Virtualizing Data Center

August 18, 2008 - Plans Also Include More Strategic Use of Servers

Inflation Fears Continue to Drop

August 15, 2008 - Merrill Lynch Thinks Oil Will Stay at $119 a Barrel

Zacks SMA Solution for Mid-Size Retirement Plans

August 14, 2008 - Based on FOLIOfn Platform

ETFMarketPro.com Guides Investors

August 13, 2008 - Offers Insight, Model Portfolios on 600 of the Largest Funds

Fidelity Equips RIAs With e-Signature Software

August 11, 2008 - Will Expedite Opening of New Accounts

Morningstar Makes Alternatives a Formal Classification

August 5, 2008 - Also Adds Global Real Estate, Currencies Categories

Citi Expands Managed Accounts Connectivity

July 31, 2008 - CitiConnect Offers Straight-Through Processing

FundQuest: 68 Using Unified Services

July 31, 2008 - Open-Architecture SMA Offering Includes Administration Tools

Managers Prefer Automation

July 25, 2008 - Manual Data Entry Causes More Errors

Labor Department Proposes Dollar-Based 401(k) Fee Disclosure

July 22, 2008 - Projects Roughly $225 Million Annually in Lower Fees for Participants Due to Better Transparency

401(k) Debit Cards The Next Credit Threat?

July 24, 2008 - ‘We Absolutely Hate It’: AARP