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RegentAtlantic has built up a $2.4 billion firm by rounding up a baker's dozen of niche-focused wealth advisors.
March 1 -
How one firm is preparing for a few of the megatrends heading our way.
March 1 -
First Trust Advisors has launched another actively managed ETF.
February 28 -
Managed futures mutual funds? They are so 2012.
February 28 -
Hedge fund assets worldwide may increase 11% to $2.5 trillion by year-end, according to the survey by the Germanys largest bank.
February 25 -
Guggenheim Investments is liquidating nine exchange-traded funds to make room for other "products that have demonstrated the most marketplace demand."
February 22 -
Bill Gross bank account may be $2 million lighter but its going to a good cause.
February 19 -
Forward Management welcomes a macro strategist and portfolio manager to its investment team.
February 19 -
After less than a year of striking out on its own, Pyxis Capital is right back to where it started.
February 15 -
Robert Doll has been named portfolio manager of Nuveen Santa Barbara Long/Short Equity Fund, according to a regulatory filing.
February 13 -
Blue Bell, PA-based wealth management shop Persimmon Capital Management has launched its first mutual fund, Persimmon Long/Short Fund (LSEAX), a multi-advisor mutual fund that employs long/short equity strategies. The fund started trading with $25 million of assets under management.
February 13 -
Schooner Investment Group, the investment adviser to the Schooner Global Absolute Return Fund, is liquidating the alternative mutual fund on March 13, according to a regulatory filing.
February 12 -
Fidelity Financial Advisor Solutions, the Defined Contribution Investment Only unit of Fidelity Investments, is looking to grow its team of wholesalers.
February 9 -
Excelsior, MN-based LoCorr Fund Management is looking to add another alternative mutual fund to its lineup.
February 4 -
American Century has hired an army veteran as its newest vice president.
February 4 -
Equinox Financial Group is following up on its recent acquisition of Tapestry Asset Management, a hedge fund shop, by launching a long/short fund with Princeton, NJ-based Tapestry as the subadvisor.
February 1 -
Chris Munafo, senior vice president and director of private client group administration at Janney Montgomery Scott discusses his 27 years in the securities business.
February 1 -
Raoul Rodriguez Walters' planning practice specializes in the intricacies of financial migration.
February 1 -
Named for a Gospel passage, the Matthew 25 fund has been churning out superior performance for a decade and a half.
February 1 -
Classic investment style boxes are out and themes are in, Burt White, LPL Financials managing director of research, told advisors.
January 31
