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So you've met a great prospect or received a great introduction. What's next? Bill Cates offers dos (and don'ts) for what to say when you call your new prospects.
May 14
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Morgan Stanley Alternative Investment Partners announced the launch of the AIP Dynamic Alternative Strategies Fund, its first mutual fund.
May 14 -
Goldman Sachs has been deficient in linking compensation to company performance, Glass Lewis said in a report, which also opposed the re-election of compensation committee Chairman James A. Johnson. ISS said in a May 8 report that shareholders should vote for Johnson at the New York-based banks May 23 annual meeting.
May 13 -
Independent advisors should be preparing themselves more aggressively for sale and consolidation, a new study says.
May 13 -
A key to the direction of Europe's future will be the economic progress of Spain, Italy, Portugal and Greece.
May 13
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The firm has hired four wealth sales directors in Los Angeles and Newport Beach to drum up business.
May 13 -
Vanguard has kicked off a campaign to emphasize the importance that costs play in long-term investing.
May 13 -
Federated Investors has named Ihab L. Salib as senior portfolio manager of Federated Emerging Market Debt Fund.
May 13 -
AXA Investment Managers has appointed Lawrence Remstedt director of institutional development and relations.
May 13 -
Rocco Carriero, an Ameriprise Financial advisor, warns investors to focus on strategy and asset allocation as opposed to being blinded by volatility.
May 13
