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On July 2, 2012, Durango, CO-based Swan Capital management making its foray into the mutual fund space with the debut of its maiden fund, dubbed the Swan Defined Risk Fund, according to a Securities and Exchange filing.
July 2 -
The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.
July 2
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On July 2, 2012, Think the deadline for nominating your favorite InNOVAtor has come and gone? Well, think again.
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On July 2, 2012, Denver-based Janus Capital International has opened an office in Paris, its sixth office in Europe, Investment Europe reports.
July 2 -
Eaton Vance Investment Counsel, a subsidiary of Eaton Vance Corp., has hired William M. Gillen to the position of vice president, Business Development, responsible for enhancing EVIC's presence in the marketplace and overall marketing efforts.
July 2 -
Wealth managers and financial advisors are using the iPad more than professionals in any other industry. Here’s a closer look at how and why. Also see: 11 Essential Tech Tools for Advisors 10 Must-Have Mobile Apps for Financial Advisors 10 Online Tools Advisors Can’t Live Without 10 Critical Social Media Tips for Advisors
July 2
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On July 2, 2012, PIMCO has teamed up with Source UK Services Ltd. to launch an exchange-traded fund to bet on the German government bond market.
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Education and healthcare retirement plans are using more target date funds and Roth features in their plans, according to the latest 403(b) plan sponsor survey from the Plan Sponsor Council of America.
July 2 -
BlackRock Asset Management's Toronto-based arm has crowned Noel Archard, the global asset management firm¹s current head of U.S. iShares, to succeed Bill Chinery as chief executive officer.
July 2 -
How often have sponsors had to intervene to prop up money market funds?
July 2
