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Linedata says that it has combined the risk analytics services of Riskdata with its Beauchamp portfolio management platform.

Legacy expert attorneys Andy and Danielle Mayoras say the intrigue and legal wrangling surrounding the copper heiress’s $400 million estate serve as a stark reminder that everyone -- wealthy or not -- needs to get proper estate planning advice from their financial advisor before it’s too late.

Nearly two-thirds, 63.8%, of plan sponsors have changed the investment lineup in their 401(k) plan in the past year, up markedly from a mere 20% in 2008, according to the Profit Sharing/401(k) Council of America.

BNY Mellon Wealth Management has hired private banking veteran Susan Traver to head up its new office in downtown Washington, D.C., its first in the nation’s capital. The new office is part the wealth manager’s push to be in the top 10 U.S. wealth markets.

Veteran financial advisor John M. Fagan has joined Raymond James’ St. Louis office, along with his son, financial advisor Charles Fagan, and senior registered sales associate Linda Rhoades.

The Conference Board Consumer Confidence Index surged 15.1 points in November to 56.0, up from 40.9.

NYSE Euronext, in partnership with Bloomberg New Energy Finance, is launching three "clean energy" stock indexes. The three indexes will be focused on performance of clean energy firms around the globe. The intent is to track public companies "most active in the world's historic shift to low-carbon energy."

Transamerica Retirement Services has added 38 new stock and bond options to its investment platform for company-sponsored retirement plans.

"Frank's loss will be felt by generations of Goldman Sachs professionals," Lloyd C. Blankfein, chairman and CEO of Goldman Sachs, said.

The State Street Investor Confidence Index rose 2 points in November to 97.2. In North America, the index rose 4.7 points to 95.2, and in Europe, it rose 5.4 points to 101.5. In Asia, however, the index fell 4.2 points to 94.6.

NYSE Euronext, in partnership with Bloomberg New Energy Finance, is launching three “clean energy” stock indexes. The three indexes will be focused on performance of clean energy firms around the globe. The intent is to track public companies “most active in the world's historic shift to low-carbon energy.’’

Instinet said it is giving its institutional customers the ability to electronically cast votes on which brokers provide the best research on possible investments.

Wealth accumulation is taking a back seat to another important investor goal: having guaranteed retirement income.

The SEC has charged three investment advisors — OMNI Investment Advisors, Feltl & Company and Asset Advisors LLC — for failing to implement compliance procedures to prevent securities law violations. OMNI’s owner, Gary R. Beynon, was also charged.

An industry group has asked regulators to disclose the factors they will use to determine which muni broker-dealers pose more risks and should undergo compliance examinations more often under a new proposed exam program.

Risk management software firm Algorithmics has just launched a new risk reporting service for hedge funds in the U.S. and signed up fund of hedge funds manager Optima Fund Management in New York as its first client.

THE INABILITY TO INNOVATE AND THE DIRECT impact of that on their firm's profitability are fund executives' biggest regulatory concerns.This is one of the key findings from Money Management Executive's 2011 Regulatory Outlook Survey of 184 industry executives by Lodestar Research Corp.

Fidelity Investments and Verizon have partnered to offer Verizon’s four million FiOS subscribers access to the Fidelity Market Monitor Application that, for no additional cost, will provide them with quotes, charts watch lists and news.

Strategic Insight parent Asset International has completed its anticipated acquisition of certain FRC products and says it will make "significant investments to strengthen, enhance and expand acquired FRC products."

Author and consultant Keith Weber says financial advisors need to cater their messages and their services to different generations of clients who have divergent agendas but share many of the same retirement planning concerns.