Portfolio

Wilmington Trust has tapped industry veteran William T. LaFond to head up its wealth advisory business in the Washington, D.C., and Richmond markets.

Legacy expert attorneys Danielle and Andy Mayoras say the legal battle between two feuding CEOs provides yet another example of why it’s so important for advisors to make prudent succession planning decisions as their firms grow and evolve.

On April 17, 2012, Two mutual fund heavyweights yesterday were recognized for their focus on consumer needs, innovation and fiduciary services..

Fund administration service provider Gemini Fund Services, LLC and Cole-boutique law firm Frieman Mallon & Hunt LLP have joined forces to launch Two Roads Shared Trust.

Mutual fund assets within Defined Contribution Investment Only programs, which are used to support 401(k) retirement plans, have been growing in size and disparity in recent years.

On April 17, 2012, Vericimetry launched it first mutual fund.

The Dow Jones Industrial Average rallied up 194.13 points to close at 13,115.54 Tuesday while the Nasdaq and S&P 500 stormed up 54.42 points and 21.21 points, respectively.

On April 17, 2012, Fund administration service provider Gemini Fund Services, LLC and Cole-boutique law firm Frieman Mallon & Hunt LLP have joined forceS to launch Two Roads Shared Trust, a shared mutual fund trust.

On April 17,CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company, has added the collective investment funds and exchange-traded funds advised by First Trust Advisors L.P to its retirement platform.

Chip Roame, managing partner of Tiburon, Calif.-based research shop Tiburon Advisors, is bullish on index and alternative investment products.