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Wealth managers are still struggling to create a full-service family office practice on a mass scale primarily because most advisors still aren't taking the entire family into consideration. Here are some ideas that can help.
July 31
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Awareness of bank-sold life insurance improves; carriers designing simple products could benefit, LIMRA reports.
July 31
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On July 31, 2012, John (Jack) Bogle, founder of The Vanguard Group, Inc., has a new gig.
July 31 -
The Swiss financial services firm said it suffered $357 million of losses from "the gross mishandling of Facebook's market debut" by Nasdaq OMX Group and that it will "pursue compensation for the full extent of our losses."
July 31
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The combined assets of the nation's mutual funds increased by $208.5 billion, or 1.7%, to $12.171 trillion in June, according to data from the Investment Company Institute.
July 31 -
Mirae Asset Global Investments has appointed Howard Atkinson as the Global Head of ETF Sales and Marketing. Atkinson is currently the president of Horizons ETFs Management (Canada) Inc., a subsidiary of MAGI.
July 31 -
Sy Sacks is on a crusade. He believes the costs of putting together and operating a mutual fund aren't being shared equally. And he wants to do something about it.
July 31 -
Former FBI and Navy officer to take bank's top information security spot.
July 31 -
After hiring a MetLife mortgage team in northern California, Provident Financial Holdings said its fiscal fourth-quarter profit more-than doubled from a year ago.
July 31 -
