-
RIA firms of all sizes reported cautious optimism about their growth potential and the global economic environment, according to a new survey by Fidelity Institutional Wealth Services.
February 8 -
LionTree Advisors LLC, a boutique firm started seven months ago by analyst-turned-banker Aryeh Bourkoff, 40, and Ehren Stenzler, 37, is riding a wave of media deals to land among the top financial advisers so far this year.
February 8 -
Exchange-traded fund flows topped $298 billion in January, according to State Street Global Advisors latest ETF Snapshot.
February 8 -
Lloyd George Management, a wholly owned subsidiary of BMO Global Asset Management, last month took over sub-advising BMO's Emerging Market Equity Fund (MIEMX), which bets on a diversified portfolio of common stocks of foreign companies located in emerging market countries.
February 8 -
Target maturity funds picked up more than $13 billion in the fourth quarter of 2012, bringing the industrys total assets to some $485 billion, a 29% increase from a year ago, according to data from Ibbotson.
February 7 -
DoubleLine Capital and ALPS Advisors topped Strategic Insight's list of fastest growing mutual fund managers in 2012.
February 7 -
Net outflows among tax-exempt money market funds were down to $203.1 million and total net assets settled at $282.48 billion for the week ended Feb. 4.
February 7 -
Inflows to municipal bond mutual funds are shrinking, though they remained positive for a fifth straight week, as they recorded $109 million in inflows for the week of Feb. 6.
February 7 -
As we head into the 2013 tax season, advisors should tell clients to be sure they wont be hit with a Durden-style disallowance
February 7 -
Chicago-based Calamos Asset Management has promoted James Boyne to president and chief operating officer, a position he still holds.
February 7
