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Assets under management among SEC-registered advisors increased 12.6% in 2014 to $61.7 trillion in April, according to an industry report.
October 15 - Money Management Executive
Mutual fund and ETF companies are always looking for more effective ways to communicate with current and prospective clients. The most valuable way is face-to-face communication.
October 15 -
In tapping a discharged LPL broker, broker-dealer Wunderlich Securities could face 'reputational risk' and legal headaches, observers say.
October 15 -
What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in
October 15 -
The two hires are part of the firm's campaign to increase its business development teams in key wealth markets.
October 15 -
'Fidelity enhances its reputation as a forward-looking firm and Betterment benefits from Fidelity's brand name and access to their advisors,' says industry consultant Tim Welsh.
October 15 -
Wealth management advisory work has evolved from the retail brokerage days of the 1980s, when advisors were considered salespeople.
October 14 -
Cetera plans to announce an expansion of its relationship with Broadridge, a provider of investor communications and technology, to streamline its self-clearing process.
October 14 -
Janus Capital Group, which hired Pimco's Bill Gross last month, said it agreed to buy VelocityShares for at least $30 million to expand in exchange-traded products.
October 14 - Money Management Executive
Abigail Johnson has climbed the ranks of Fidelity Investments, the company started by her grandfather in 1946, over more than 25 years, starting as a stock analyst and working her way through almost every major division.
October 14
