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The Evercore Wealth Management Macro Opportunity Fund, a diversified mutual fund offering, is closing after just a little more than a year on the circuit.
January 7 -
Envision Financial Systems, Inc., has improved its mutual fund subaccounting system for broker/dealers with a new update.
January 7 -
Nancy Grady has joined Northern Trust as Head of Fund Administration and Fund Accounting-Americas, overseeing fund accounting, regulatory administration, financial reporting, tax and other services for registered and unregistered mutual fund products.
January 7 -
Michael Mauboussin, chief investment strategist at the Legg Mason Inc. unit thats home to Bill Miller, left the firm last week.
January 7 -
The highly regulated mutual fund industry has largely been spared from the post-2008 financial crisis reforms-except, of course, for money market funds which can't seem to move off the regulatory target zone.
January 4 -
There's nothing quite like the feeling of coming out from under a guardian's wing.
January 4 -
Jeffrey Gundlach is starting his New Year the way he ended 2012.
January 4 - Money Management Executive
BMO (that's pronounced "Beemo") Global Asset Management is a familiar name in the Canadian mutual fund industry.
January 4 -
Money market reform. Operations. Competition from and opportunity in exchange-traded funds.
January 4 -
If you're in fund services, the next big growth opportunity is handling middle office functions.
January 4