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Before choosing an advisor, Ed Slott believes every client should ask these 10 important questions. (And some top advisors weigh in with their best answers.)
October 1
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Taylor Alternative Mutual Funds has launched the Taylor Xplor Managed Futures Strategy Fund (TMFIX), the first mutual fund of the Taylor ALTS family of funds.
October 1 -
In a bullish sign for the planning industry., Financial Planning's Retirement Advisor Confidence Index - a monthly barometer of business conditions for wealth managers - rose in October.
October 1
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The Salentica Advisor Desk with the Schwab OpenView Gateway is a platform for independent investment advisors to access real-time information on their clients' financial holdings through the Salentica CRM solution.
October 1 -
The PIMCO Emerging Markets Corporate Bond Fund has cut its advisory fee by 10 basis points to 75 bps.
October 1 -
Denver-based GaveKal Capital renamed its fund company the GaveKal Knowledge Leaders Fund.
October 1 -
Vanguard Funds' Chief Investment Officer George "Gus" Sauter is finishing up a quarter century with the giant investment company.
October 1 -
CharlesSchwab is letting its pricing do the talking in selling exchange-traded funds.
October 1 -
David Rubenstein, co-founder of the buyout firm Carlyle Group LP, said ordinary savers may someday be able to invest with firms like his, a business that so far has been limited to wealthy individuals and institutions.
October 1 -
Two suspects, Jay Jeffrey Nieto and Wilmer Cadiz, were arrested after a tip led investigators to the $10 million booty stolen from the home of Jeffrey Gundlach, chief executive officer of DoubleLine Capital, the Los Angeles Times reports.
October 1
