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Contango Capital Advisors is shooting for growth in AUM of up to 10 times within five to seven years, while also increasing profitability.

By handling referrals in a simply, systematic and disciplined way, advisors can promote meaningful growth at a limited cost, according to Matt Matrisian.

BlackRock’s iShares is taking a stab at actively managed exchange-traded funds by expanding its Factor exchange traded fund line-up on two fronts.

Northern Trust is adding three FlexShares funds to its quality dividend fund (QDF) suite.

IronGate, the largest independent wealth advisory firms in Wilmington N.C., opened its doors in 2005, and has a team of 14 advisors managing $200 million in assets.

Morgan Stanley reported profit that beat analysts’ estimates as pretax earnings from its retail brokerage, the world’s largest, rose to a record.

Total estimated inflows to long-term mutual funds were $4.83 billion for the week ended Wednesday, April 10, according to the Investment Company Institute.

BMO Asset Management U.S. is furthering its reach into the retirement market.

Volume numbers in the municipal bond market have shifted so far in 2013 to reflect a stronger start in new money issuance from recent years.

But large banks have narrowed the gap as they have made a more concerted effort to better explain their fee structures to disgruntled customers.