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Since it launched the program in January 2007, the New Jersey community bank has accumulated $96 million in AUM, and its on track to hit $100 million in the next couple of months.
February 7 -
Merrill Lynch financial advisor Gregory Cash, number 10 on the Top 40 Under 40 list, says that constantly striving for better results is the key to advancing an advisors practice.
February 7 -
US exchange-traded funds and exchange-traded products reached a new record high of $1.42 trillion at the end of January 2013, according to figures from ETFGI.
February 7 -
Bank of America Corp. shifted bonuses at U.S. Trust to focus employees on adding clients and boosting account balances, a change that could mean lower pay for some members of the wealth-management unit.
February 7 -
The global exchange-traded product industry surpassed the $2 trillion mark last month, finishing the month with $40.2 billion of inflows, according to BlackRocks latest ETP Landscape report.
February 7 -
For mutual fund firms, 2013 could be a particularly challenging year.
February 7 -
Jim O'Neill, chairman of Goldman Sachs Asset Management, will retire later this year.
February 7 -
Firms have to commit to planning," says Mike Durbin, president of Fidelity Institutional Wealth Services. "The firms on a path to high performance are on a fast course to planning.
February 7 -
Some pent up demand could make 2013 a more robust year for recruitment.
February 6 -
The firm continues to move past some of the drags on its revenue including a cease and desist order at the banking subsidiary and some challenging economic and recruiting conditions
February 6
