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At Oppenheimer Funds, even customer service representatives become stewards of the quality of data. Who should own your data?
February 14 -
'I truly believe that we've entered the greatest bull market in the history of advice and it will continue for decades to come,'' the president of national sales and marketing for LPL Financial said Tuesday.
February 14 -
A year ago, marketing of a digital mailbox service for delivery of bills, fund documents and everything under the sun was supposed to start by mid-year. Its going to happen this year, a vice president for digital strategy at Broadridge Financial Solutions says. Really.
February 14 -
BNY Mellon Asset Servicing has developed a new platform, OmniAccess, that will make it easier for asset managers and broker-dealers to post, process and view data related to their omnibus, or combined futures, accounts.
February 14 -
The U.S. equities market has been losing the order flow battle for three straight years and will continue to fall until 4th quarter 2012, a Tabb Group Research Report says.
February 14 -
The mutual fund manager last week supplied directors of one of its fund groups with all board materials on iPads, instead of on paper. Its other eight boards also will be getting on board with materials stored on the tablet devices.
February 14 -
Alternative investment manager Direxion has launched a buy and hold fund designed to replicate the Auspice Managed Futures ER Index.
February 14 -
SunGard is expanding the execution services of its newly-consolidated broker-dealer, SunGard Brokerage & Securities Services, with trading technology from Fox River.
February 14 -
The sovereign debt and banking crises are not over. But the stiffest headwind facing Western economies? Trade deficits, says a Citigroup investment research director.
February 14 -
If you think social media is all about you (i.e., the points your company wants to get across), think again.
February 13