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Merrill Lynch financial advisor Kevin Scott, number 8 on the Top 40 Under 40 list, took his cues to become an advisor from his father. Now, they work together as a team.
February 11
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The fund services unit of Citigroup said it will begin testing a custody program that it says will shave a day off the time it takes to settle trades or process notices of corporate actions.
February 11 -
Money market mutual fund assets dropped by $3.67 billion to $2.691 trillion for the week ended Wednesday, February 6, according to the Investment Company Institute.
February 10 -
Municipal coffers are recovering, but many bond investors still favor revenue bonds, particularly the essential purpose variety, over their general obligation brethren.
February 10 -
As an increasing number of fee-based advisors leave wirehouses to go independent, some custodians are experiencing some of the strongest growth in the financial industry. Here are the top 15 custodians as ranked by RIA assets.
February 10
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NICSA's 31st Annual Conference and Expo will have a keen focus on distribution and operational issues, according to president Theresa Hamacher.
February 10 -
The outlook for the asset management industry in 2013 is strikingly more positive than it has been in years.
February 9 -
Fidelity Financial Advisor Solutions, the Defined Contribution Investment Only unit of Fidelity Investments, is looking to grow its team of wholesalers.
February 9 -
Alert! Stock funds gained assets four weeks in a row, picking up $20.7 billion through January 30.
February 9 -
NICSA's 31st Annual Conference and Expo will have a keen focus on distribution and operational issues, according to president Theresa Hamacher.
February 9
