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Assets of all exchange-traded funds rose in March by $37.54 billion, or 2.7%, to $1.446 trillion, according to the Investment Company Institute.
April 29 -
Software makers Geezeo and Access Softek are teaming to offer money management tools that banks can deliver to customers via smartphones and other mobile devices.
April 29 -
Within a decade, only about 150 large, profitable wealth management firms will dominate wealth management, according to a new forecast co-authored by Mark Hurley, chairman and CEO of the Fiduciary Network.
April 29 -
IMCAs annual conference kicks off in Seattle on Monday with lessons for financial advisors from behavioral finance professor Meir Statman.
April 28 -
Merrill Lynchs ultra high net worth business, the Private Banking and Investment Group, has snapped up two Morgan Stanley Private Wealth Management advisors in Houston, Texas.
April 26 -
San Antonio-based USAA Investments, a provider of mutual funds and insurance products to members of the U.S. military, is currently prepping the USAA Target Retirement 2060 Fund to launch in July 2013.
April 26 -
Former Lazard Wealth Management executive Sharon Klein joined Wilmington Trust to build its growing practice in the New York metro area.
April 26 -
The MFEA launched a new group within its executive council: the Product Management Council (PMC).
April 26 -
American Century Investments has named former BlackRock/Barclays Global Investors executive Vinod Chandrashekaran senior vice president and director of quantitative research.
April 26 -
Assets of all exchange-traded funds rose in March by $37.54 billion, or 2.7%, to $1.446 trillion, according to the Investment Company Institute.
April 26
