-
On June 11, 2012, S&P Capital IQ today unveiled its Global Markets Intelligence group, a new advisory business that provides risk-based non-discretionary equity, fixed income portfolio strategies, asset allocation, and fund review services to asset managers.
June 11 -
On June 11, 2012, Joseph Hunter has joined Curian Clearing, the clearing and operations organization for Curian Capital, as senior vice president of operations. In his new role, Hunter will work closely with the firm's sales partners, vendors and advisor office support staff.
June 11 -
On June 11, 2012, The Investment Company Institute has hired George Shevlin as its new Political Affairs Officer, responsible for managing the Institutes political program, including the Political Action Committee.
June 11 -
On June 11, 2012, Neuberger Berman Group today launched the Neuberger Berman Absolute Return Multi-Manager Fund (NABAX), which bets on a slate of hedge fund managers.
June 11 -
Financial advisors who use a technology that enables them to automate portfolio rebalancing for their clients can shave the process down from 350 hours annually to 100 hours, according to new research released by CEB TowerGroup.
June 11 -
Income annuity sales in the first quarter climbed almost 23% to $2.16 billion from $1.75 billion a year ago. Indexed annuities, meanwhile, increased nearly 9% hitting $8.16 billion.
June 11 -
When working with entrepreneurial clients, planner Seth Streeter, co-founder of Mission Wealth Management in Santa Barbara, Calif., finds that most are handcuffed to their companies and stuck working in their businesses and not on them.
June 11 -
Small business owners offer a great opportunity to build a loyal customer base, but there are some potential drawbacks and challenges advisors need to overcome.
June 11 -
Each social media site has its own culture. Every advisors needs to learn how to exist in them or risk getting lost in the crowd.
June 11
-
Kasina has unveiled a new research report looking at how asset management and insurance firms are currently using mobile technologies to interact with their wholesalers and advisors.
June 11
