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Taylor Alternative Mutual Funds has launched the Taylor Xplor Managed Futures Strategy Fund (TMFIX), the first mutual fund of the Taylor ALTS family of funds.
October 1 -
In a bullish sign for the planning industry., Financial Planning's Retirement Advisor Confidence Index - a monthly barometer of business conditions for wealth managers - rose in October.
October 1
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The Salentica Advisor Desk with the Schwab OpenView Gateway is a platform for independent investment advisors to access real-time information on their clients' financial holdings through the Salentica CRM solution.
October 1 -
The PIMCO Emerging Markets Corporate Bond Fund has cut its advisory fee by 10 basis points to 75 bps.
October 1 -
Denver-based GaveKal Capital renamed its fund company the GaveKal Knowledge Leaders Fund.
October 1 -
Vanguard Funds' Chief Investment Officer George "Gus" Sauter is finishing up a quarter century with the giant investment company.
October 1 -
CharlesSchwab is letting its pricing do the talking in selling exchange-traded funds.
October 1 -
David Rubenstein, co-founder of the buyout firm Carlyle Group LP, said ordinary savers may someday be able to invest with firms like his, a business that so far has been limited to wealthy individuals and institutions.
October 1 -
Two suspects, Jay Jeffrey Nieto and Wilmer Cadiz, were arrested after a tip led investigators to the $10 million booty stolen from the home of Jeffrey Gundlach, chief executive officer of DoubleLine Capital, the Los Angeles Times reports.
October 1 -
After 28 years in the Social Security Administration, Jack Butler, an advisor with HTLF Investment Services, takes his knowledge to the bank channel to educate clients on what they can expect from the program.
October 1
