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On April 17,CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company, has added the collective investment funds and exchange-traded funds advised by First Trust Advisors L.P to its retirement platform.
April 17 -
In April 17, 2012, Two industry bodies, the Investment Company Institute and the U.S. Chamber of Commerce, filed a suit in the U.S. District Court for the District of Columbia challenging the amendment to Rule 4.5 of the Commodity Futures Trading Commission
April 17 -
Liz Kirscher is leaving her post as presidnet of research firm Morningstar's data division. A replacement has not been named.
April 17
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On April 17, 2012, The Vanguard Group was recognized as the most effective full service investment advice brand online by Heardable Inc., a Temecula, California-based firm which measures corporate online performance.
April 17 -
On April 17, OppenheimerFunds, Inc. said it is starring at the 2012 Tribeca Film Festival. Well, sort of.
April 17 -
On April 17, Tiburon's Chip Roame shared his views on the industry with fellow participants in NYC.
April 17 -
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 -
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On April 16, Knoxville, Tenn.-based BPV Wealth Management changws its name to reflect its rapid growth in the asset management business.
April 16
