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On June 29, 2012, BlackRock Asset Management¹s Toronto-based arm has crowned Noel Archard, the global asset management firm¹s current head of U.S. iShares, to succeed Bill Chinery as chief executive officer.
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On June 29, 2012, St. Paul, Minn.-based Advantus Capital Management is adding an institutional share class of the Advantus Strategic Dividend Income Fund to its lineup within the next three months.
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The Supreme Court decision looks and feels monumental to most Americans, even if it just confirmed the status quo, and clients will want to know its likely impact on their budgets, their retirement planning, and the economy.
June 29
CFP Board -
The regulatory board has revised its fees for various services in order to keep up with resource demands.
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On June 29, 2012, PIMCOs founder this week gave his readers a bit more than his usual insights on the state of the market.
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Almost half of credit union customers referred family and friends, besting large banks, which had a 32% referral rate.
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Gaining access to the treasure and collectibles market is easier now than ever. Rather than investing in collectibles like art, many are investing in their passions, like automobiles, wine and even furniture. Research by Barclays and Ledbury Research takes a deeper look into these "treasure trends." Also see: 6 Simple (But Important) ETF Trading Tips 10 Gigantic Mistakes That Can Cripple Your Clients’ ETF Portfolios 10 Undervalued, Dividend-Paying Stocks 10 Dividend-Paying Stocks Your Clients Will Want
June 29
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On June 29, 2012, Education and healthcare retirement plans are using more target date funds and Roth features in their plans, according to the latest 403(b) plan sponsor survey from the Plan Sponsor Council of America.
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On June 29, 2012, Charles Schwab yesterday rolled out the first version of the new Schwab Advisor Center app for the iPhone for independent investment advisors who custody assets with Schwab Advisor Services.
June 29 -
Despite cash on hand, slow growth and regulatory pressures prompt concentration on operational efficiencies and regulatory readiness, according to KPMG Survey.
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