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During the first full week of fund flows for the new year, investors pumped in $34.2 billion into mutual funds, according to data from Lipper.
January 11 -
International fund of hedge funds Grosvenor Capital Management is taking a stab at the mutual fund space with an alternative fund of funds.
January 11 -
Net Inflows among tax-exempt money market funds were $6.18 billion in the week ended Jan. 7, according to The Money Fund Report, a service of iMoneyNet.com.
January 11 -
A former director of branch business development at Janney Montgomery Scott has moved to City Securities Corporation.
January 10 -
International fund of hedge funds Grosvenor Capital Management is taking a stab at the mutual fund space with an alternative fund of funds.
January 10 -
Virtus Investment Partners is buying a 24% stake in Kleinwort Benson Investors International, Ltd., a wholly-owned subsidiary of Kleinwort Benson Investors, which provides specialized equity strategies primarily to institutional investors.
January 10 -
When it comes to ultra-high-net-worth investor, more money means they want to remain more hands on.
January 10 -
Every once in a while, advisors are presented with special opportunities to build trust and win client loyalty. Its when clients are feeling excessive fear, uncertainty, or doubt, that it is your responsibility to reassure them, educate them, and guide them. With so many factors impacting your clients right now, what do they need from you?
January 10
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Continuing its rapid expansion, CapTrust Financial Advisors, a large Raleigh, S.C. registered that serves private and institutional investors, acquired Freedom One Financial Group. Freedom One provides retirement plan and investment advisory services to companies in emerging markets.
January 10 -
You aren’t the only one who is swamped during the day. There are bound to be people you can’t reach.
January 10
