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The Motley Fool May 3, 2007 Tom Taulli |
Bye-Bye, BISYS The outsourcing company found two buyers, but no premium for shareholders. |
Bank Technology News May 2007 Michael Sisk |
M&A: Citi Targets Hedge Fund Business The purchase of BISYS positions the bank to offer more services in North America. |
The Motley Fool August 12, 2004 Tom Taulli |
Bisys Back to Basics With its accounting problems settled, the leader in outsourced services to more than 22,000 domestic and international financial institutions, is focusing on running the business again. |
On Wall Street January 1, 2011 |
Michael McGrath In 2009, I became head of Alternative Investments for Morgan Stanley Smith Barney. Its joint venture with Smith Barney that same year gave me the opportunity to expand my horizons. |
Wall Street & Technology February 27, 2005 Paul Allen |
Hedge Fund Services Heat Up "In my view, prime brokers and [hedge] fund administrators will increasingly find themselves competing in the same space in terms of the services they can offer," says Rob Schultz, head of HSBC's alternative fund services for North America. |
The Motley Fool May 17, 2005 Selena Maranjian |
Why Women Are Worried The National Women's 2005 Retirement Survey found that many women are behind in retirement planning. But they can turn things around. |
BusinessWeek May 2, 2005 Laura Cohn |
Europe's Pension Plans: Switching Over To Hedge Funds More institutional investors are going for higher returns -- and higher risks. |
Registered Rep. October 1, 2005 |
Hedge Funds Set to Boil Investors looking to beat the average returns of the market will be heading to hedge funds and funds of hedge funds even more in the future, says new research. |
Wall Street & Technology April 30, 2007 Ivy Schmerken |
Unexpected Surge in Trading Volumes and Volatility Raises Infrastructure Concerns for Hedge Funds The market decline of Feb. 27 has prompted hedge funds to rethink their trading infrastructures to ensure they can cope with higher volumes and volatility. |
Wall Street & Technology May 20, 2008 Cory Levine |
Riskdata Offers New Version of FOFix For version 3.1 of the risk management service for hedge funds, Riskdata partnered with hedge fund database vendors. |
HBS Working Knowledge October 6, 2003 D. Quinn Mills |
The Problem with Hedge Funds Hedge funds are the New Big Thing -- and that's bad for the average investor, says professor D. Quinn Mills. An excerpt from Wheel, Deal, and Steal. |
Wall Street & Technology February 4, 2005 Maria Santos |
Bringing in Business Attracting hedge funds as customers is a priority this year for the majority of sell-side firms. As hedge funds approach $1 trillion in assets, these non-traditional investment vehicles have become the latest buy-side heavyweight. |
The Motley Fool March 2, 2005 |
Hedge Funds Explained While the word "hedge" conjures up images of investors cautiously hedging their bets, hedge funds are often extra-risky, volatile investment vehicles that demand huge upfront investments, sometimes in the millions. |
The Motley Fool November 21, 2008 Rich Duprey |
Hedge Funds Ask: Where's the Love? It's been a long, strange trip since the hedge fund industry's summer-of-love confab. |
Investment Advisor March 2008 Jeff Joseph |
Zero-Sum Game As existing hedge funds liquidate, there are always new products coming to market. One such product is the Morgan Stanley Global Long/Short Fund. |
On Wall Street October 1, 2009 Frances A. McMorris |
Can Clients Really Count on a Recovery? Do your clients agree that the sun is beginning to rise after this brutal economic storm? And if the recovery is indeed in place, then where should your clients be putting their hard-won assets, which have taken such a beating in recent months? |
Registered Rep. February 20, 2006 Kevin Burke |
MFS Chairman Blasts Hedge Funds at NICSA Confab The chairman of fund complex MFS Investment Management is calling for the formation of a task force to overhaul performance reporting for hedge funds. |
BusinessWeek December 20, 2007 Matthew Goldstein |
Hedge Fund Wannabes Hedge fund replicators mimic the high-risk portfolios at a fraction of the cost - but results are mixed so far. |
Financial Planning July 1, 2005 Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
Financial Planning February 1, 2007 David Macchia |
Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income. |
The Motley Fool January 14, 2005 Selena Maranjian |
Win Ben Stein's Respect! If it's dawning on you that you might be woefully underprepared for retirement, don't despair. It's probably not too late. |
Investment Advisor March 2009 James J. Green |
Advisor, Know Thyself In helping clients plan their retirement, it's essential not only to determine clients' goals, but also for advisors to understand their own biases about retirement. |
The Motley Fool June 24, 2008 Austin Edwards |
Don't Buy Into These 3 Investment Myths The following three investing myths could cost you the retirement of your dreams. |
CFO October 1, 2010 Alix Stuart |
Thinking Outside the Stocks Corporate pension funds look to alternatives for funding boosts. |
The Motley Fool October 10, 2008 Mac Greer |
Fool Video: Dow Down 7% -- What Now? What should you do now? What does it mean for your retirement? |
The Motley Fool June 24, 2008 Dayana Yochim |
Die Working Whatever the reason, more people say they plan to continue to work long past the traditional age of retirement. |
The Motley Fool November 15, 2005 |
Hedge Funds, Explained While the word "hedge" might conjure up images of investors cautiously hedging their bets, hedge funds are often extra-risky, extra-volatile investment vehicles that demand huge up-front investments, sometimes in the millions. |
Registered Rep. August 26, 2011 Stan Luxenberg |
Hedge Funds Now Going for Institutional Money Instead of HNW Individuals While hedge funds once catered primarily to wealthy individuals, now the main clients are pensions and institutions. That shift is forcing hedge funds to change the way they operate. |
Investment Advisor June 2006 Megan L.F. Robert |
Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business. |
BusinessWeek May 28, 2009 Peter Carbonara |
Hedge Fund Investors Gain Power With returns sinking, hedge funds and private equity firms are lowering fees, increasing transparency, and competing for investors' cash. |
Financial Advisor August 2005 Leola Ross |
Hedge Funds Are Suffering And How They Can Recover Some say hedge funds, which sprang into prominence and popularity in the wake of the 2000 stock market crash, are on the decline. But before we doom the entire hedge-fund industry, we need to examine what has gone awry and assess whether there is hope for the future. |
Wall Street & Technology November 18, 2005 |
Impact's Retirement Road Map Impact Technologies Group launched its Retirement Road Map sales system, which assists financial advisers in retirement planning for baby boomers. |
Wall Street & Technology February 4, 2005 Maria Santos |
Alternative Investment Tools As hedge funds gain wider acceptance in the wealth-management space, investment advisers struggle to determine how they fit into their clients' portfolios. |
The Motley Fool August 19, 2008 Matt Koppenheffer |
Are Hedge Funds Struggling? Have recent market swings caught hedge funds by surprise? |
The Motley Fool December 30, 2003 |
How Much Do You Need to Retire? Plan for some comfortable golden years. |
AskMen.com March 18, 2001 Luis Rodrigues |
Start Planning For Your Retirement |
Wall Street & Technology October 29, 2008 Penny Crosman |
U.S. Hedge Funds to Cut IT Spending 40%, to $882 Million New Tabb study finds hedge funds will make drastic IT cutbacks, although more than 75% want to trade multiple asset classes electronically. |
Investment Advisor September 2006 |
Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life. |
Investment Advisor March 2010 James J. Green |
Numerology: Worried, but Staying Put A new survey finds that retirement plan participants at colleges, universities, and post-secondary schools are nervous about living comfortably in retirement. |
Registered Rep. November 1, 2002 Dave Tsujimoto |
In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds. |
Financial Planning October 1, 2005 Kathy Gevlin |
White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years. |
The Motley Fool June 19, 2007 Dan Caplinger |
What You Need to Retire You know you want to retire. But how are you going to get there? Having a solid plan is crucial. It's as simple as 1-2-3. |
Financial Planning November 1, 2009 Brian Gaffney |
Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier. |
The Motley Fool June 16, 2009 Dayana Yochim |
Retirees Refuse to Stop Working More people are working well into their golden years, and not just because of money. |
Registered Rep. March 18, 2014 Diana Britton |
The Retirement Illusion Retirement confidence is rebounding after a seven-year decline, with 18 percent of workers now very confident in their financial security in retirement, up from 13 percent in 2013. |
The Motley Fool August 25, 2010 Andrew Bond |
Will Hedge Fund Investors Panic Next? Be mindful of institutional positions to protect your portfolio. This past week marked the 15th in a row in which money flowed out of U.S. stock mutual funds, a new record, according to the Investment Company Institute. |
Registered Rep. October 28, 2015 |
JP Morgan: Helping Advisors Help Clients Understand Retirement It's clear that smart retirement planning is at least equally complex as investing, and has a far greater impact on a client's ultimate financial life. |
Wall Street & Technology February 4, 2005 Maria Santos |
Attracting Order Flow Given the amount of trading activity hedge funds generate, competition for their order flow is heating up. |
The Motley Fool August 24, 2010 |
George Soros's Foolish Investments Billionaire hedge fund manager George Soros has been a net seller of U.S. equities so far in 2010. |
Investment Advisor May 2008 Kara P. Stapleton |
Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track. |