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Market participants should be wary of threats to tax-exempt bonds, but the politically-charged atmosphere in Washington, D.C. raises doubts about the ability of Congress to pass comprehensive tax reform legislation, lobbyists and others said Friday.
October 15 -
LearnVest Live is arguably LearnVests biggest success so far: getting people, particularly young women, excited about (and engaged with) their finances. Apparently every good-looking, successful, young working woman in Manhattan is at [LearnVest Live] right now In case guys were wondering, attendee Alana Taylor, tweeted from the event.
October 15
Financial Planning -
As Raymond James Financial Chief Executive Paul Reilly looks to the future, he sees more diversity in the firms workforce, particularly when it comes to female and younger financial advisors.
October 12 -
Webster Bank has recruited Daniel FitzPatrick from BNY Mellon Wealth Management to lead its recently launched private bank.
October 12 -
FlexShares, the exchange-traded funds arm of Northern Trust Corp., launched its first actively managed ETF, the FlexShares Ready Access Variable Income Fund (RAVI), a money market ETF that will invest in global short-duration, investment-grade fixed-income products, including U.S. Treasuries.
October 12 -
Since the onset of the financial crisis in 2007, the convergence between traditional and alternative products has been widely discussed, with ramifications expected to affect the industry in a significant fashion.
October 12 -
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'Tis the season when the leaves change, the National Football League is kicking its season into second gear, the Yankees are once again chasing another championship, and...yes, there's another mutual fund conference to attend.
October 12 -
Curian, Putnam Investments and the John Hancock Funds have won top honors in the 10th Annual NOVA Awards, which honor outstanding leadership and achievement in mutual fund operations and marketing.
October 12 -
Mutual fund companies are increasingly taking on the mindset of hedge funds, as they seek to offer clients access to alternative investments such as commodities or real estate and strategies like absolute return investing and combinations of going long on some stocks and selling others short.
October 12
