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Mindy Rosenthal has been promoted to president from executive director of the Institute for Private Investors (IPI), Campden Wealths U.S. subsidiary, and David Berger was hired as CEO for the Americas.
April 24 -
T. Rowe Price Group Inc., the asset manager that posted a profit every quarter since going public in 1986, reported first-quarter revenue that missed analysts estimates as institutional clients pulled money.
April 24 -
Consumer advocate Jennifer Openshaw is launching a new company that offers advisors a platform in which to build social media communities, with some compliance features built in.
April 24 -
Linscomb & Williams, a fee-only RIA with $2 billion in assets under management, announced Tuesday it is opening an office in Birmingham, Ala.
April 24 -
An arbitration panel has ordered Wells Fargo to pay Stifel $800,000 in the latest dispute over alleged raiding of former A.G. Edwards advisors.
April 24 -
Fidelity says the new desktop will enable the anywhere advisor."
April 24 -
Advisors trying to expand their practices need to know how to focus their efforts to get the best returns.
April 24 -
The unit added about $3 billion in fee-based assets over the past few years, with sales going up about 74%.
April 24 -
The Money Management Institute last night announced the winners of its 2013 Industry Leadership Awards at its Gateway to Leadership Dinner in New York City.
April 24 -
T. Rowe Price Group has no immediate plans to begin offering active exchange-traded funds, the Baltimore Business Journal reports.
April 24
