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On APril 17, 2012, Franklin Templeton Investments Corp. has proposed merging the Wellington West Franklin Templeton Balanced Retirement Income Fund into Quotential Balanced Growth Portfolio.
April 17 -
On April 17, 2012, Investment services provider BNY Mellon was selected by Touchstone Investments to provide a variety of services, including mutual fund accounting and administration, transfer agency, and blue sky services for 14 additional Touchstone mutual funds.
April 17 -
J.P. Morgan Commodity ETF Services has filed with the SEC to list on the NYSE Arca an exchange-traded fund based on physical ownership of copper.
April 17 -
Its official: Touchstone Investments has completed its acquisition of selected fund assets of Old Mutual Asset Management's U.S. mutual fund business.
April 17 -
LPL Financial said its RIA platform, the firms custody unit, eclipsed the $25 billion threshold in total assets under custody.
April 17 -
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Patrick Morris is a veteran hedge fund manager who has come in from the cold.
April 17 -
On April 16, Knoxville, Tenn.-based BPV Wealth Management changws its name to reflect its rapid growth in the asset management business.
April 16 -
On April 16, 2012, a NYSE spokesperson confirmed that J.P. Morgan Commodity ETF Services has filed with the U.S. Securities & Exchange Commission to list on the NYSE Arca an exchange-traded fund based on physical ownership of copper.
April 16 -
On April 14, Touchstone finalized its deal with Old Mutual.
April 16
