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Mutual fund and other financial services firms are making it easier for their investment advisers to address a broader array of clients' trust needs, ranging from estate planning to philanthropic giving.
June 9 -
NEW YORK - Although the summer has only just begun, it was "Back to School" last week here at a State Street Global Advisors (SSgA) seminar for financial advisers, on the finer points of exchange-traded funds.
June 9 -
NEW YORK - As the turbulent economy begins to calm down, investors will likely gravitate toward index-based, middle-of-the-road mutual funds, opening the door for opportunists to sweep up bargains, industry experts say. And the safer, the better.
June 9 -
The Securities and Exchange Commission doesnt think there is a need for hedge funds to include certain derivatives when calculating how they report ownership stakes in companies, according to a June 4 letter.
June 6 -
As Citigroup looks to restore confidence and drive up its profits, rumors are circulating that the financial giant has received the first round of bids for its mutual fund and insurance sales unit, Primerica Financial Services.
June 6 -
Money market mutual funds assets rose by $18.06 billion to $3.520 trillion for the week ending June 5, according to the Investment Company Institute.
June 6 -
Wachovia Corp. says its retail retirement group is drawing assets by having advisers work face to face with customers at every income level to create a retirement plan.
June 6 -
Millionaires became slightly more optimistic about the future of the U.S. economy in May, according to Spectrem's Millionaire Investor Index.
June 6 -
Fidelity Investments is laying off 550 workers, most of them among its 5,700-employee facility in Merrimack, N.H., where mutual fund and human resource customers are served, according to various reports.
June 6 -
JPMorgan Chase & Co. has a pair of initiatives designed to strengthen its position in the asset management market.
June 6