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Nearly five years after relocating to Washington, the CFP Board has increased staff and certificants as the organization has actively engaged in the policy debates that will shape the regulatory landscape that impacts the regulatory industry. Check out a photo essay that looks under the hood of this vibrant organization.
October 16 -
State Street Corp., the third- largest custody bank, said third-quarter profit fell 0.6% as revenue from foreign-exchange trading declined and low interest rates continued to depress earnings.
October 16 -
Citigroup Inc. Chief Executive Officer Vikram Pandit, who led the bank through its government rescue, stepped down and will be replaced by Michael Corbat. The bank slid in early trading
October 16 -
Neuberger Berman is bringing value investment management shop Glickenhaus & Co. and its $900 million in client assets for high net worth individuals and non-profit institutions into its fold.
October 16 -
FISCO Funds Management LLC, a U.S.-based family of alternative investment managers, and OP 8 Analytics is teaming up to launch a new investment management company, CARF Management.
October 16 -
In the past three years, bond funds have been raking in the assets, but experts say there "a fairly unusual disconnect between returns and flows."
October 16 -
Citigroup has gotten rid of almost $500 billion in unwanted assets since the financial crisis, but executives say it still has work to do.
October 16 -
Planners concerned with the health of their clients pensions should take note that U.S. corporate pension plans managed a modest funding recovery in September, despite remaining in overall deficit status.
October 16 -
In the past three years, bond funds have been raking in the assets.
October 16 -
FISCO Funds Management LLC, a U.S.-based family of alternative investment managers, and OP 8 Analytics is teaming up to launch a new investment management company, CARF Management.
October 15

