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Before you can begin tailoring your approach to working with women, you first need to understand some of the attributes that make them uniquely different from male clients. Blogger Laura Kogen examines five key differences in how men and women communicate, relate interpersonally, learn, are hardwired, and view wealth.
April 8
Fidelity Institutional Wealth Services -
Total money market mutual fund assets increased by $2.61 billion to $2.631 trillion for the week ended Wednesday, April 3, according to the Investment Company Institute.
April 8 -
The $8.7 billion Vanguard Capital Opportunity Fund (VHCOX) is now open to individual investors for the first time since 2004 and its $25,000 annual contribution limit for individual investors has been removed.
April 8 -
USAA, the financial services company that caters to U.S. Armed Forces and State Department personnel and their families, wants to launch active exchange traded funds
April 8 -
Target-date funds have grown phenomenally in the past five years from virtually no assets in 2007 to about $1 trillion today.
April 6 -
Bill Gross' PIMCO Total Return Fund (PTTRX), the world's largest mutual fund, attracted $32 million in investor deposits in March, the lowest amount since December 2011.
April 6 -
Private equity firms are making it known that they, too, want to pull in retail investors' money just as much as do their hedge fund counterparts.
April 6 -
Mutual fund shops take heed. PIMCO's 2013 Defined Contribution Consulting Support and Trends Survey sheds light on how consultants are helping their plan sponsor clients design their plans around target-date and retirement income products.
April 6 -
UBS Financial Services has picked up three financial advisors from Morgan Stanley in Arizona and Indiana who managed $467 million in client assets.
April 5 -
A former Financial Industry Regulatory Authority employee filed a whistle-blower suit in federal court, claiming he was fired after detecting a flaw in a Finras risk-rating system that allowed large broker-dealers to be over-leveraged.
April 5
