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Speakers at Source Media’s Women Advisors Forum in Boston discuss winning practice management techniques.

Capitol Hill’s efforts to fix the financial system will merely burden already cash-strapped banks, their officers complain.

Many advisors find all-encompassing business strategies too much to cope with. Enter the postcard plan.

They create an “income window” for defined-contribution record-keeping firms.

Paladyne Systems has launched a new turnkey front-to-back office service for start-up hedge funds called Paladyne FastStart.

Bank of America Merrill Lynch said it will create a global service bureau for communications between banks on securities transactions.

The new European Union hedge fund passport rule the European Parliament is soon to vote on, will permit all hedge funds, including those in the U.S., to operate throughout all of Europe’s 27 nations—but it would also subject them to the strict compensation rules.

Former AIG chairman and CEO held liable for two allegedly fraudulent reinsurance transactions.

Some large banks sold fewer mortgages to the government housing agencies last quarter, using them to manage interest rate risk and to slow the contraction of loans.

Citigroup Inc. Chief Executive Vikram Pandit offered up a scathing review Monday of Basel III, saying the new rules do nothing to reduce pro-cyclicality or to level the playing field among different countries and differently regulated financial institutions.

Despite a pretax loss this quarter by its Americas wealth management unit, UBS AG, Switzerland’s largest bank, recorded a $1.71 billion net profit and diluted earnings per share of $0.44.

The SEC and Connecticut Banking Commissioner Howard Pitkin charged Southridge Capital Management LLC and its chief executive officer, Stephen M. Hicks, with defrauding investors in million of undeserved fees.

Russell Investments has launched a new family of equal weight indexes that also manage for sector risk and are easily replicated for investable products. The indexes apply to each of the nine Russell global sectors: consumer discretionary, consumer staples, energy, financial services, healthcare, materials and processing, producer durables, technology and utilities.

The new EU hedge fund passport rule the European Parliament is soon to vote on, will permit all hedge funds, including those in the U.S., to operate throughout all of Europe’s 27 nations—but it would also subject them to the strict compensation rules.

CMG Capital Management Group has selected American Independence Financial Services to managed the tactical fixed income portion of its absolute return managed accounts and Absolute Return Mutual Fund.

BlackRock and SunGard have partnered to offer a seamless retirement income window for defined contribution plan recordkeeping firms.

Fidelity Investments is making its single family offices services available to advisers serving this market as well as ultra-high-net-worth clients with investable assets of $50 million or more.

David Kelly examines the economy, Jeffrey Saut remains "Catious But Bearish," and more.

The company offers a way for advisors to gauge bond prices amid the retail investor market.

Increased bank-customer interest in variable products indicates a positive shift in their aversion to market exposure.