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Got an account in the red for the year? Dropped some iffy advice? That can be forgiven. But wait too long to call that millionaire client back and you might be out an account.
October 22 -
Want to avoid personal liability in, for instance, properly valuing the assets in funds you manage?
October 19 -
Think operations managers don't get enough respect?
October 19 -
Boston-Determining which asset classes and markets are currently attracting the most investor attention can be a daunting task for asset managers.
October 19 -
Since Hatteras Funds acquired the Alpha Hedged Strategies Fund in 2009 from AIP Mutual Funds, the fund family has grown to $700 million in assets under management.
October 19 - Money Management Executive
BOSTON-Understanding what makes a good manager can make or break a fund firm in terms of getting its products distributed or dropped.
October 19 -
The move by Vanguard, the nation's third largest manager of ETFs, to change the benchmark on 22 of its index funds and ETFs earlier this month reverberated throughout the indexing industry, placing it squarely on the battlefield as the pricing war between two of the biggest ETF makers rages on.
October 19 -
Janney Montgomery Scott recruited a 12-person team led by Kevin Roche and Jeff Miller to help expand its structured product offerings.
October 19 -
Total money market mutual fund assets increased by $5.84 billion to $2.568 trillion for the week ended Wednesday, October 17, according to data from the Investment Company Institute.
October 19 -
Raymond James' annual Women's Symposium in St. Pete, Beach, Fla., in October, offered an opportunity for Raymond James' advisors to hear from the firm's top executives. Select female Raymond James advisors were also recognized with Women of Distinction awards, for their work in their communities and as advisors, and Top Advisor awards, based on their production levels. Here's a look at those winners and other conference highlights.
October 19
