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BIC Editor Lee Conrad outlines the conference sessions that piqued his interest.
March 8
Employee Benefit News and Employee Benefit Adviser -
Mitch Cox, head of wealth management in the Americas at Barclays, has left his position to pursue other interests, a spokesperson for the firm confirmed.
March 8 -
The New York Hudson Valley thrift seeks to make wealth management an important core business line and not just a tertiary line.
March 8 -
We know it's there, but in many cases the extent and complexity of manual pricing can be significantly under estimated.
March 8 -
Forbes has compiled its list of the world's billionaires and a few mutual fund executives have made the cut.
March 8 -
Investors injected roughly $10.8 billion into mutual funds and exchange-traded funds (ETFs) for the week.
March 8 -
Charles Schwab & Co. is in the midst of a regulatory struggle with the Financial Industry Regulatory Authority that threatens to change how the firm and other retail brokers do business with its clients.
March 8 -
The debate rages on among fund managers regarding the merits of active versus passive management, especially in light of the growing buzz for low-fee passive funds.
March 8 - Money Management Executive
A year ago, Ira Cohen would await the delivery a week or so ahead of time of a 1,000-page binder of agenda items and background to prepare for board meetings of the Valued Advisers Trust.
March 8
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At the outset, the U.S. Supreme Court's latest ruling against the Securities and Exchange Commission-that there is a five-year limit on bringing fraud claims- may sound like a victory for mutual funds and their advisors.
March 8
