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RIA NEWS AUG 19, 2008
Institutional investors wary worldwide

Confidence among global institutional investors declined this month, led by a steep drop among North American investors.

ALTERNATIVES AUG 19, 2008
Business costs up, housing starts plummet

The cost of doing business increased to a 26-year high while housing starts crumbled to a 17-year low.

RIA NEWS AUG 19, 2008
Some income not useable in bankruptcy

Under IRC Section 108, certain exceptions allow a taxpayer to exclude COD income from gross income.

RIA NEWS AUG 18, 2008
Report: Slow year for charitable giving

Many of the country's largest companies expect corporate charitable giving to remain flat or decrease this year.

RIA NEWS AUG 18, 2008
S&P expected to grow this year, study says

Fifty-eight percent of RIAs expected the S&P 500 to gain ground, compared with 46% who felt that way in January.

PRACTICE MANAGEMENT AUG 18, 2008
August Week 3: Serving second- and third-tier clients

Last week: We created a “platinum” service level for your top clients and now it is time to plan for your lower-tiered clients.

MUTUAL FUNDS AUG 18, 2008
En garde, fund managers

Focus and strategic ability are important skills for a financial industry leader, and Keith Hartstein, president and chief executive of the $54 billion John Hancock Funds of Boston, has found a unique way of honing these talents — by fencing.

RIA NEWS AUG 18, 2008
No major impact seen from ARS buy backs

The repurchase of some $35 billion in ARS is not expected to have a material financial impact, banks say.

MUTUAL FUNDS AUG 18, 2008
Going green isn't easy, advisers and investors say

There are many shades of green — and there are many varieties of green funds.

REGULATION AND LEGISLATION AUG 18, 2008
ARS settlements spawn special dispute process

Auction rate securities cases have spawned a new arbitration procedure that relies on a single public arbitrator to hear cases brought by investors who allege "consequential damage" claims from ARS.