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Alternatives juggernaut Blackstone joined the likes of other fellow private investment firms The Carlyle Group and Kohlberg Kravis Roberts (KKR) last month as the asset management practice continues its revolutionary switch in business focus out of institutional coffers and into the retail investment space.
August 12 -
One recruiting advantage that banks enjoy is a minor league of sorts. Unfortunately, its ignored too often.
August 12
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Individual investors, advisors, and institutions continued to show interest in large-cap equity strategies in the first half of 2013, according to a list of the most-researched investments in Morningstar's platforms. The mid-year snapshot also finds individual investors seeking dividends, financial advisors exploring allocation funds and income investments, and institutions searching for opportunities internationally.
August 12 -
Bloomberg -- Investment-grade corporate bonds are showing signs of life following the biggest losses since 2008 as concern wanes that a Federal Reserve pullback from record stimulus will cause a surge in interest rates.
August 12 -
UBS Wealth Management Americas has added a former Morgan Stanley advisor with $600 million in assets.
August 12 -
A former Deutsche Bank Securities advisor with over $2 million in production has jumped to Morgan Stanley.
August 12 -
The latest Focus catch is a big one: Southfield, Mich.-based Telemus Capital Partners, which provides investment management, financial planning, retirement and estate planning, life insurance and tax consulting to nearly 600 clients across the country. The firm has more than $2.2 billion in client assets.
August 12 -
Wedbush has expanded its operations in Southern California with the addition of a former Morgan Stanley advisor to its Newport Beach, Calif., office.
August 12 -
The search for yield has been a persistent and vexing challenge for anyone charged with managing money. But what are the options? How far out the curve do you have to go to find suitable opportunities? And how do you balance your yield appetite with potential credit and duration risk?
August 12 -
After just a few months of running his solo practice, advisor Dave Grant has run into a good problem: how to manage a growing list of prospective clients.
August 12
Retirement Matters

