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Brokers are continuing to rush for the exits of large brokerage firms to join independent firms, putting as much as $5 trillion in Americans’ retirement savings in play and prompting brokerage giants such as Schwab, Fidelity and TD Ameritrade to offer technological and business enticements.
January 4 -
Besides emerging markets mutual funds, which delivered an average return of 72% in 2009, technology, gold and commodities funds were also winners, according to Lipper.
January 4 -
Emerging markets funds, particularly those focused on the BRIC nations of Brazil, Russia, India and China, were the top gainers in 2009, soaring an average of 72%, according to Morningstar data.
January 4 -
Forefront Advisory, an independent asset management firm, is using the financial crisis as an opportunity to scoop up laid-off and unhappy Wall Street talent, giving them a chance to strike out on their own.
January 4 -
Responding to a spate of scams, the Financial Industry Regulatory Authority has issued an investor alert regarding "green energy" investments.
January 4 -
An optimistic start to a New Year and decade, from JP Morgan, T. Rowe and others. Plus: the weeks reports.
January 4 -
Two hedge fund categories outperformed the rest.
January 4 -
TCW Emerging Markets Equities Fund will be managed by two portfolio managers with 39 years of combined experience investing in emerging markets.
January 4 -
A small RIA hopes a personalized service for retirement plans will attract more clients.
January 4 -
The tortoise strategy seems to be working.
January 4