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Fidelity Makes Block Orders Easier on WealthCentral

August 31, 2010 - RIA customers can also receive alerts on short-term redemption fees.

The Hartford Raises Mid-Market Plan Profile

August 30, 2010 - Following three key acquisitions in 2008 to target mid-market retirement savings plans, the insurance giant has hired Denise Diana from Transamerica.

Schwab's Trading Volume Sinks

August 13, 2010 - Hampered by less activity and investor wariness, Charles Schwab Corp. announced Friday that its trading volume fell in July from a year earlier.

ETFs Assets Climb After July Rally

August 13, 2010 - The universe of 917 ETFs had $822 billion in outstanding assets as of July 31, according to State Street Global Advisors.

Wells' Private Bank Binds Clients with Elder Service

August 12, 2010 - Is there a banker in the house? Wells has 220, and counting, at the ready to provide outstanding, personal service to its older clientele.

MME Live Broadcast Web Seminar: ETF Administration

August 11, 2010 - September 10, 2010 / 12:00 Noon ET / Duration: One Hour

Celent: Non-Bank RDC Services A Growing Threat to Banks

August 10, 2010 - In Japan, it is the Post Office that captures citizens' money. In the U.S., churches are beginning to win the assets of local communities through 'Remote Deposit Capture.' Can SRI and faith-based mutual funds have the same results?

Much Ado About 25 Bucks

August 10, 2010 - This week's Editor's Desk takes a look at what investors are actually paying in the controversial 12b-1 fees.

Lincoln Investment Acquires Great American Advisors

August 9, 2010 - Lincoln Investment Planning has acquired Great American Advisors (GAA), a Cincinnati-based broker-dealer with 310 reps and related retail accounts. The

UBC Wealth Management Unit's Revenue, Earnings on a Double-Digit Growth Path

August 6, 2010 - Union Bank of California's wealth management business has not increased its assets under management for three years, but you wouldn't know it from the unit's overall growth. Revenue and profits from wealth management — which includes private banking, trust, special assets management, private wealth planning and investments — each grew by double digits last year and are on track to grow at least that much in 2010, according to Mary Curran, executive vice president of the…

WW Mutual Fund Assets Edge Up 0.3% to $23.02 Trillion

August 4, 2010 - ICI data for 1Q10 shows withdrawals from money funds nearly doubling around the world, to $406 billion.

Investors are Using Social Media to Assess Advisers

August 3, 2010 - High-net-worth investors are integrating media devices, social media and social networking into their lives more than ever before, according to a new survey from the Institute for Private Investors (IPI). Other recent studies indicate that wealth management clients are increasingly using social media to compare notes on advisors, funds, fees, strategies and deals. …

Investors in Survey Prefer Human Advice to Internet

August 3, 2010 - Americans still predominantly go to traditional professionals, such as financial advisers, accountants and bank representatives, for money management guidance.

Banks Revamp Savings Accounts for a Thriftier Consumer

August 2, 2010 - Saving money is back in fashion, and banks are taking notice. Mutual fund complexes must do the same. 529 college savings plan UPromise and other incentive programs are a good starting point for savings incentives.

Receiving Wide Coverage: Fund Fees

August 2, 2010 - Fund Fees: The Journal's "Fund Track" column said a proposal to limit and shed more light on 12b-1 distribution fees for mutual funds could have an unintended consequence: making investment advice unaffordable for smaller investors.