-
The municipal bond market recorded a solid week of inflows to mutual funds, at $490 million, breaking a four-week string of dwindling demand.
February 15 -
PNC Financial Services Group will promote William Demchak to be its next chief executive, awarding him a long-expected inheritance from current CEO James Rohr.
February 15 -
Increased automation will provide advisors with more time to spend on client relationships, planning, and prospecting.
February 15 -
The firm scooped up a long-time advisor with $180 million in AUM.
February 15 -
What are the biggest technology trends, innovations and ideas impacting advisors today? Over 600 people, including more than 300 advisors, descended on Miami for the eighth annual Technology Tools for Today Conference. The event featured the industrys best and brightest highlighting all the latest technology tools that will held advisors be more competitive, effective and efficient. Here are some of the most interesting things our editors heard, and advisors and financial experts tweeted, from the event.
February 14 -
Goldman Sachs Asset Management is opening up the flood gates to its Goldman Sachs Mid Cap Value Fund, according to a regulatory filing.
February 14 -
After the Sandy Hook massacre, some clients have asked their advisors to eliminate gun holdings from their investments. Should they?
February 14 -
Your IRA Expert examines the question: Does an IRA need to be in a fee-based or wrap account?
February 14
Ed Slott & Co. -
T. Rowe Price has made an addition to its Defined Contribution Investment Only team hoping to continue its momentum in the retirement space.
February 14 -
Raymond James Financial plans to drop Morgan Keegan from the name of its fixed income arm later this month.
February 14



