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Advisors can decide whether to promote their brand or their firm's brand by answering three questions.
June 4
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OppenheimerFunds has promoted Art Steinmetz to president. He is currently executive vice president and chief investment officer, where he oversees all equity, fixed income and alternative investment capabilities including investment strategy, strategic planning and personnel.
June 4 -
The United States is set to undergo a "geographic sea change" where economic power is shifting from longtime coastal stronghold states still reeling from the housing bust and moving towards interior states with lower tax burdens, according to banking analyst Meredith Whitney.
June 4 -
John Hallacy, a 35-year industry veteran, is retiring as head of municipals research at Bank of America Merrill Lynch, he confirmed late Monday.
June 4 -
Nomura Securities has begun using a mobile application for asset managers from Nomura Research Institute.
June 4 -
SunTrust is expected to announce Tuesday that it plans to put financial counselors in its branches as part of a pilot program with Operation HOPE, a nonprofit that works to provide financial literacy training to low-income families.
June 4 -
Connecticut Wealth Management is now the largest independent planning firm in the Hartford area after acquiring a rival with $120 million in assets under management.
June 4 -
Mutual funds firms are no longer novices at harnessing the marketing potential of Facebook and Twitter, and have, at least incrementally, been learning to successfully reach investors through social media channels.
June 4 -
ING U.S. announced last week that the underwriters in its initial public offering have exercised their overallotment option to purchase approximately 9.8 million additional shares of ING U.S. from ING Group at the IPO price of $19.50 per share.
June 4 -
This was one initial public offering that NASDAQ executives sure didn't "like".
June 4
