Portfolio

On April 23, SEI hired a new asset management distribution chief.

On April 23, Legg Mason is reportedly bowing out as sponsor of a pro tennis tournament.

On April 23, TD Ameritrade ramped up its sales team with a new hire.

On April 23, Forward bolstered it insitutional coverage with a new hire.

Investors can’t seem to get enough of exchange-traded funds and notes, a fact that has regulators on high alert and ETP providers racing to come up with ever-more creative offerings to differentiate themselves from the competition. But who is looking out for investors?

On Pril 23, Gus Fleites confirmed his departure from Invest n Retire.

Investors have no shortage of people to go to for advice. In addition to hundreds of thousands of financial advisors, they can turn to financial websites, blogs and financial shows on television. With such fierce competition, how can advisors stand out from the crowd? Consultant Paul Werlin, president of Human Capital Resources, has a few ideas. In a story in our upcoming May issue, Werlin identifies 10 ways advisors can set themselves apart in a crowded market. Here’s a preview.

On April 23, 2012, MME reported that PIMCO will open its first Latin American office, in Rio de Janeiro, Brazil, in September 2012.

On April 23, two research firms revealed their fee expense studies for 2011.

The prospect of rising interest rates, though not anticipated for the near future, has many bond holders wringing their hands, but a fixed income strategist at Schwab offered strategies planners can use to avoid “bondageddon” and stay in the bond market, while protecting their clients’ assets.