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Women advisors descended on Dallas for the recent Women Advisors Forum. The day of educational sessions, discussion and networking opportunities featured an array of topics from how to use complex assets for charitable giving to succession planning and what its like to start your own business after starting out at a wirehouse.
June 10 -
One year after the "untimely" death of Richard Aster, founder of Larkspur, Calif.-based Aster Capital Investment Management, the investment advisor is selling off its assets.
June 9 -
The Wilmington Rock Maple Alternatives Fund (WRAIX) is making due with one less advisor starting today.
June 7 -
Defined contribution retirement plans could improve their risk-adjusted returns by broadening their investment options, according to a BNY Mellon report.
June 6 -
Is Legg Mason leaning towards making a run at private equity?
June 6 -
Separately managed accounts and alternative funds are poised for growth and fund firms need to be on top of their social media game to participate in the growing mutual fund space, according to a new report by Curian Capital.
June 6 -
Separately managed accounts and alternative funds are poised for growth and fund firms need to be on top of their social media game to participate in the growing mutual fund space, according to a new report by Curian Capital.
June 5 -
Calamos Investments today officially unveiled its Calamos Long/Short Fund (CALSX; CCLSX; CILSX; CRLSX). Money Management Executive previously reported on the funds launch.
June 4 -
ING U.S. announced last week that the underwriters in its initial public offering have exercised their overallotment option to purchase approximately 9.8 million additional shares of ING U.S. from ING Group at the IPO price of $19.50 per share.
June 4 -
Tash Elwyn, president of the Private Client Group at Raymond James & Associates discusses his 19 years in the securities business.
June 1 -
The strategy is not new - but the extent to which we use outside expertise is unusual.
June 1 -
The CEO of United Capital plans a nationwide network of planners with a consistent look and feel.
June 1 -
The managers of the Brandywine Global Opportunities Bond Fund deal with low U.S. yields by looking all over the world.
June 1 -
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The annual FP50 finds growth moderating, as well as firms strategizing to retain and build market share
June 1 -
Alternative mutual funds are making their way into the market via mutual fund firms, hedge funds, private equity shops and now banks.
May 31 -
Alternative mutual funds are making their way into the market via mutual fund firms, hedge funds, private equity shops and now banks.
May 31 -
Brian Schaub and Chad Meade, fund managers who quit Janus Capital Group this month, have joined Arrowpoint Partners, a Denver-based hedge-fund firm co-founded by their former colleague David Corkins.
May 29 -
Arrow Funds has hired an ex-Direxion exec as its new national sales director. John Cadigan joins the firm in the title role.
May 28 -
The Board of Trustees of the Tatro Tactical Appreciation Fund (TCTNX), a series of the Northern Lights Fund Trust, has decided to shut down the fund in the best interests of its shareholders, according to a filing.
May 28


