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Bloomberg
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RIA NEWS OCT 09, 2007
Vanguard adds pool to charitable program

The Select Multi-Asset Pool is actively managed and invests in a broader range of asset classes than the program’s other pools.

RETIREMENT PLANNING OCT 09, 2007
Clinton proposes 401(k)-type savings plan

Democratic presidential candidate Hillary Clinton today announced a proposal to offer a 401(k)-type plan for all Americans.

RIA NEWS OCT 09, 2007
Pershing and LPL join forces

Pershing will expand its products and services to LPL B-Ds that use Pershing, the firms announced today.

ALTERNATIVES OCT 09, 2007
Private-equity firms dodge tax bullet

The fierce battle over an increased private-equity tax is stalling in the Senate, according to The Washington Post.

ETFS OCT 08, 2007
Powershares to offer laddered-treasury ETFs

PowerShares will expand its family of fixed-income exchange traded funds on Oct. 11.

ALTERNATIVES OCT 08, 2007
Goldman buys 9.99% stake in Winton

Goldman Sachs's new private-equity fund has purchased a stake in a $10 billion London-based hedge fund manager.

RIA NEWS OCT 08, 2007
Jackson names VP of eastern B-Ds

In this newly created role, Gregg Mahalich will oversee Jackson’s wholesale efforts among regional firms.

FINTECH OCT 08, 2007
First Southwest to send platform via B-Ds

The clearing firm's B-Ds will provide consolidated performance reporting across all accounts.

ALTERNATIVES OCT 08, 2007
Hedge funds gain ground in September

After mid-August’s lows, indexes across the board posted improvements.

LIFE INSURANCE AND ANNUITIES OCT 08, 2007
Marsh unit sued by Connecticut AG

Guy Carpenter and Co. is accused of conspiring with reinsurers to fix prices and eliminate competition.