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The good news: ultra-wealthy individuals tend to put their trust in wealth managers. The bad news: most, still cautious after the Financial Crisis, tend to prefer using multiple advisors.
February 19 -
Bank of America Merrill Lynch saw record new financial benefit plan assets in last year as it plans to strengthen that growth with a bigger push into the investment bank in 2013.
February 19 -
Forward Management welcomes a macro strategist and portfolio manager to its investment team.
February 19 -
MIAMI - Does your CEO tweet?
February 19 -
The organization announced Tuesday that Linda Leitz, a fee-only planner based in Colorado Springs, Col., is set to become its chairwoman in September, and will serve as chair-elect until that time.
February 19
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The firm has added a team with $650 million in assets to build a presence in the City of Brotherly Love.
February 19 -
Rye Brook, NY-based IndexIQ is currently prepping a pair of index funds to add to its growing list of index exchange-traded funds.
February 19 -
There will be one less money market fund come May.
February 19 -
By focusing on the big picture, Merrill Lynch advisor Chad Pigg, number three on Top 40 Under 40 list, has found a niche advising top corporate and institutional accounts.
February 19
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In her first extensive interview since becoming the lead Democrat on the House banking panel, Rep. Maxine Waters says she has learned a lot from watching former Rep. Barney Frank's leadership and will strive to emulate his example.
February 19
