From the October 2008 issue of Investment Advisor • Subscribe!

Upgrades

Fisher investments has closed on its second acquisition of an RIA firm--Lighthouse Capital Management of Houston, a 20-year-old practice with $460 million in AUM that was founded by Paul Horton. On December 31, 2007, Fisher closed on its first RIA acquisition--Econostrat of Bloomfield Hills, Michigan...

Fidelity Investments has expanded its Practice Management Program with the addition of 75 product and service providers to its PracticePerks offering since it was launched earlier this year. Some of the new providers include DentalPlans.com, Laserfiche, Citrix GotomyPC, and Executive Essentials...

Morningstar, Inc. will acquire Oakland, Maryland-based Financial Computer Support, Inc., the maker of the dbCAMS+ portfolio management software. After the acquisition is complete, Morningstar plans to incorporate dbCAMS, which provides portfolio management, CRM, and customer billing, into its Principia product line. Separately, Morningstar has added global real estate and currency to its list of mutual fund categories, and added "alternatives" to its list of broad asset classes...

Vanguard announced in August that it has made its Vanguard Explorer Fund and Vanguard Health Care Fund available to new shareholder accounts...

The U.S. division of Sun Life Financial launched Charitable Estate Planning, a marketing campaign to help educate advisors, producers, and clients about "the value and importance of charitable giving opportunities and their importance in estate planning."

Reprints Discuss this story
This is where the comments go.