Bloomberg

Bloomberg
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RIA NEWS SEP 28, 2010
ERISA regulation trumps prenuptial agreement

If you have clients with sizable pension plans who are getting married for the first, second or third time — or more — the question of who gets the pension plan after death must be agreed upon now, and the agreement must hold up when the time comes to pay beneficiaries.

RIA NEWS SEP 27, 2010
Goldman Sachs says U.S. economy likely to be 'very bad' over the next six months

Analysts at firm see two main scenarios; neither are good

MUTUAL FUNDS SEP 27, 2010
Hodges Capital boss blasts re-categorization by Morningstar: 'They have never liked us'

Chairman of Hodges Capital Management contends that change in fund's category cost firm $83 million in outflows

PRACTICE MANAGEMENT SEP 27, 2010
Senate OKs tax breaks for small businesses

The U.S. Senate approved legislation to cut taxes and ease credit for small businesses in a long-delayed victory for Democrats eager to show voters they are working to create jobs.

RIA NEWS SEP 27, 2010
Stocks start September with 2%-plus surge

U.S. stocks rose the most in almost two months as better-than-estimated growth in American and Chinese manufacturing bolstered confidence in the global economic recovery.

RIA NEWS SEP 27, 2010
Got guts? Consider financial stocks, says Innealta's Buetow

The next few rounds of corporate earnings reports are going to create some investment opportunities for anyone with the “guts to take on some risk,” according to Jeff Buetow, chief investment officer at Innealta Capital, a firm with $1.2 billion under management.

RIA NEWS SEP 27, 2010
Late A.G. Edwards CEO's art to go on Christie's auction block

The Collection of the late chairman, president and CEO of A.G. Edwards & Sons in St. Louis will be sold this week at Christie's.

PRACTICE MANAGEMENT SEP 27, 2010
Tad Edwards plays in Peoria

PRACTICE MANAGEMENT SEP 26, 2010
Incite: Don't put off succession planning

In conducting the research for our recent white paper, my partners and I were surprised to discover just how few owners of wealth management firms have done any meaningful succession planning for their businesses.

RIA NEWS SEP 26, 2010
RIA giants rebound

The top 50 largest registered investment advisory firms managed $127.2 billion as of the end of the second quarter — up a sizable 16% from the end of the second quarter in 2009.