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NEWS INDUSTRY NEWS OCT 03, 2007
Schwab donates $1.25M to universities

The Charles Schwab Foundation pledged $1.25 million to Texas Tech University and the University of California at Irvine.

RETIREMENT RETIREMENT PLANNING OCT 03, 2007
Evolve with 401(k)s, says expert

It's the “best of times” for advisers willing to embrace changes in the 401(k) space, said an expert in employee benefits law.

NEWS RIAS OCT 03, 2007
401(k) 'generalists' must become experts

The 401(k) arena now demands specialized advisers, said Phil Chiricotti, president of the Center for Due Diligence.

RETIREMENT RETIREMENT PLANNING OCT 02, 2007
Guidance sought on revenue-sharing funds

Advisers are looking to the DOL for guidelines about how to handle revenue-sharing funds that could be refunded to plan sponsors in 401(k) plans.

NEWS INDUSTRY NEWS OCT 02, 2007
Toronto bank to buy Commerce Bancorp

TD Bank Financial Group of Toronto will acquire Commerce Bancorp Inc. for $8.5 billion in an effort to expand its presence in the United States.

RETIREMENT TAX OCT 02, 2007
Michigan slaps 6% tax on financial advice

The new tax, slated to go into effect on Dec. 1, applies to 23 services deemed by proponents to be non-essential.

RETIREMENT RETIREMENT PLANNING OCT 02, 2007
Advisers need to be 401(k) experts

As automatic features continue to propel 401(k) plans, advisers need to become retirement specialists to add value to the plan.

RETIREMENT RETIREMENT PLANNING OCT 02, 2007
Advisers ponder full disclosure in 401(k)s

Advisers are said to be baffled about how much information should be passed on to participants in 401(k) plans.

INVESTING ALTERNATIVES OCT 02, 2007
Morgan Stanley raises $1.5 for Asia fund

The private-equity fund will invest in China, South Korea, Singapore and Taiwan as well as Japan, India and Australia.

NEWS OPINION OCT 02, 2007
'Goldilocks' Retirement: Is your distribution rate just about right?