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With a new managed accounts platform, Merrill Lynch advisors will be able to turn to one website instead of five to answer a single client question How am I doing?
June 27 -
Its not all good news on Wall Street these days.
June 27 -
Assets of all exchange-traded funds rose in May by $12.14 billion to $1.481 trillion, according to the Investment Company Institute. Over the past 12 months, ETF assets rose $365.27 billion, or 32.7%.
June 27 -
More than 80% of people who do not work with a financial advisor only plan their finances for the short term, according to a new global survey by deVere Group, the worlds largest independent international financial consultancy group.
June 27 -
Bond yields and risk spreads were too low two months ago and global markets that were too levered are now derisking, according to Bill Gross, manager of the worlds largest mutual fund at Pacific Investment Management Co.
June 27 -
Increasing emphasis on client satisfaction may be changing the way wealth managers get paid and how they are evaluated.
June 27 -
During the week ended June 19, investors yanked an estimated $7.97 billion from taxable and municipal bond funds.
June 26 -
Mutual funds gave back $5.43 billion for the week ended Wednesday, June 19, according to the Investment Company Institute.
June 26 -
A new FINRA rule aims to make information on brokers disciplinary actions more available and searchable.
June 26 -
A pair of Supreme Court rulings Wednesday will bring major changes for advisors who work with same-sex couples. What will this mean for your practice?
June 26




