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Citi Private Bank has hired foreign exchange trading expert Oscar G. Salem as director and foreign exchange investment specialist. In this newly created position, Salem will oversee the bank's currency business in the Southwest region.
October 1 -
Before choosing an advisor, Ed Slott believes every client should ask these 10 important questions. (And some top advisors weigh in with their best answers.)
October 1
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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
