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Emerald Asset Advisors has tapped Trademark Capital Management to manage the EAS Global Cycle Fund (EGCAX, EGCEX, EGCSX), now renamed the EAS Trademark Capital Global Fund.
September 18 -
William Steward, a former accountant in product control for UBS AG, said he began looking into trades by Kweku Adoboli in August 2011 after receiving a report of a $3.57 billion discrepancy.
September 18 -
Orinda Asset Management, an independent, privately-held asset management firm, has launched the Orinda SkyView Macro Opportunities Fund (OMOIX and OMOAX), a multi-manager hedge fund offering.
September 18 -
Thinking of integrating video into your website? Or maybe you're curious about starting a YouTube channel? Or maybe the idea of foraying into video makes you terrified. Whatever your stance, video is undoubtedly becoming a popular trend among advisors. It's a trend that is helping advisors communicate with clients in new ways, while expanding their reach to prospects.
September 18 -
kasina has released its list of Online Leaders in Asset Management, and two firms from Beantown have come out on top as the choice du jour for advisors.
September 18 -
The firm's recent hire of Tina Huyler from Morgan Stanley Smith Barney marks one of the first in a long-term effort to aggressively increase its advisor headcount.
September 18 -
The firm has expanded its Denver office with the addition of industry veteran Tina Huyler.
September 18 -
Inefficient account opening processes are leading to client defections and advisor dissatisfaction with broker-dealers, according to a report released by Aite Group on Tuesday.
September 18 -
Robert W. Baird & Co. has hired R. Parker Griffith from Morgan Stanley Smith Barney to manage its Nashville wealth management office and serve as financial advisor.
September 18 -
Radnor Capital Management LLC of Wayne, Pa., has relaunched as an independent investment advisory firm using Dynasty Financial's open-architecture platform of wealth management services and technology.
September 18





