Practice

Bank of America Merrill Lynch has just finished work on a new supply chain finance module for its CashPro Online banking channel for corporate clients.

Federal regulators are reviewing banks' growth plans, particularly those that include third-party companies. To avoid excessive scrutiny, industry experts advise banks to proactively discuss such relationships with examiners.

Got an account in the red for the year? Dropped some iffy advice? That can be forgiven. But wait too long to call that millionaire client back and you might be out an account.

Want to avoid personal liability in, for instance, properly valuing the assets in funds you manage?

Think operations managers don't get enough respect?

Boston-Determining which asset classes and markets are currently attracting the most investor attention can be a daunting task for asset managers.

Franklin Templeton Investments announced the launch of its new online, interactive retirement center for advisors and plans sponsors on Thursday.

Franklin Templeton Investments announced the launch of its new online, interactive retirement center for advisors and plans sponsors on Thursday.

A recent paper by the Center for Retirement Research at Boston College suggests that in terms of actually being able to maintain one’s lifestyle in retirement, compared to other factors, the focus on asset allocation is largely misplaced.

Putnam Advisory, a unit of Boston-based Putnam Investments, was charged yesterday by Massachusetts state regulators with deceiving investors who purchased about $3 billion in mortgage-related securities created and sold by Putnam several years ago.