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The Profit Sharing/401(k) Council of America has honored McDonald’s for having the best retirement plan, in its inaugural Plan Sponsor of the Year Award.
September 30 -
Dodge and Cox has launched the Dodge & Cox Worldwide Funds-International Stock Fund, an Ireland-domiciled UCITS (undertaking for collective investment in transferrable securities).
September 30 -
Boston firm brings its institutional strategies to high-net worth individuals.
September 30 -
Equity funds continue to lose assets, with redemptions totaling $1.9 billion in the week ended Sept. 22.
September 30 -
The Securities and Exchange Commission has quietly hired the head-hunting firm Korn/Ferry International to find candidates to lead a new municipal securities office that will have a higher stature within the SEC.
September 30 -
The return of bank profitability, coupled with some of the provisions of the federal stimulus, coaxed banks to buy state and local government debt in the first half.
September 30 -
Long-term mutual funds took in an estimated $5.75 billion in the week ended Sept. 22, the Investment Company Institute said Wednesday.
September 29 -
Lindner Capital Advisors is offering the Equinox MutualHedge Fund, a managed futures solution, to non-accredited retail investors. Equinox Fund Management is providing the underlying MutualHedge instrument.
September 29 -
If youve done something wrong, cooperation is key to holding onto your certified financial planner designation.
September 29 -
The new rules permit mutual funds to earn income from commodities.
September 29


