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Equinox Financial Group is following up on its recent acquisition of Tapestry Asset Management, a hedge fund shop, by launching a long/short fund with Princeton, NJ-based Tapestry as the subadvisor.
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Eaton Vance has launched a new bond fund backed by veteran bond picker Kathleen Gaffney.
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U.S. mutual funds and ETFs drew in $17.9 billion the week ended Jan. 30, wrapping up the first month of 2013 with total net inflows of $51.7 billion.
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A new addition has helped Focus Financial Partners, the largest partnership of independent wealth management firms, further develop its New York presence.
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The firms chief market strategist, David Kelly, said tax hikes wont be enough to knock consumer spending for 2013.
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Senior editor Ann Marsh wrote that more new RIAs were hanging onto commission income rather than choosing a pure fiduciary role. Investment advisor Tom Brakke weighed in on Twitter: I wanna be called an RIA but I sure like that commission income. Whats your opinion? Weigh in with your comments below.
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Financial Planning -
Total money market mutual fund assets dropped by $770 million to $2.695 trillion for the week ended Wednesday, January 30, according to the Investment Company Institute.
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Jeff Knight, who previously led Putnam Investments Global Asset Allocation investment unit, which manages specialized multi-asset class portfolios for retail and institutional clients, has left the firm to pursue other opportunities, according to the firm.
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An ethical will can ensure the positive impact of your client's life on future generations.
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Finding a way to keep clients safe while generating more income in the markets.
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