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Tax-deferred investment solution firm Jefferson National Partners has announced a partnership with CAPTRUST and the launch of five new asset allocation models.
June 18 -
As part of the service, SumRidge will offer RIAs and broker-dealers daily, weekly and monthly trading desk commentary in the fixed-income markets.
June 18 -
Asset management firm Curian Capital has added two new executives, Bill Thomas and Bret Young, to its distribution team.
June 18 -
On June 18, 2012, Morningstar, Inc. unveiled several appointments within its fund analyst research team.
June 18 -
On June 18, 2012, Schroders appointed Tiffani Potesta, as Head of Advisory Sales within the US Key Accounts team, reporting to Erin Brenner, Head of Intermediary Key Accounts.
June 18 -
On June 18, 2012, Northern Trust named William J. Huber and Mark C. Gossett as co-heads of Global Foreign Exchange, effective July 2.
June 18 -
On June 18, 2012, middle market private equity shop LLR Partners has made an investment in Ultimus Fund Solutions, LLC, a Cincinnati, Ohio-based independent provider of fund accounting, administration, distribution, transfer agent and shareholder services to the mutual fund industry.
June 18 -
Mutual funds logged another brutal week, posting a third overall outflow this year, according to the Investment Company Institute.
June 15 -
On June 15, 2012, Manulife Financial said that Craig Bromley will be appointed senior executive vice president and general manager, U.S. Division, and president of John Hancock Financial Services, effective September 1.
June 15 -
On June 14, 2012, Teaneck, NJ-based Cognizant Technology Solutions Corp, a financial services shop, today issued a press release about a new partnership with ING U.S. to offer a comprehensive array of insurance business process services.
June 14
