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Wunderlich Securities has added six wealth management professionals, including five from Morgan Keegan. In the past six weeks, 15 people have moved from Memphis-based Morgan Keegan to Memphis-based Wunderlich.
May 15 -
The companies, based in Fort Lauderdale and San Francisco respectively, have been fighting an uphill battles against larger competitors. They said in a press release Tuesday that the merger will create a firm, with the scale and resources to provide an alternative for independent investors.
May 15 -
On May 15, 2012, a new Cerulli report says 70% of retail asset managers consider alternative products to be as important as or more important than other initiatives.
May 15 -
On May 15, 2012, Joe Mansueto of Morningstar promoted a former analyst to head the firm's data unit.
May 15 -
On May 15, 2012, UniCredit, the parent company of Pioneer Investments, appointed Sandro Pierri as the new Head of Asset Management.
May 15 -
On May 15, 2012, Nuveen reopened two 4-Star funds to new investors.
May 15 -
On May 15, 2012, Hatteras Funds added Thomas Riegert as an associate, portfolio management.
May 15 -
The tool will help advisors partner with other advisors within the LPL Financial network.
May 15 -
Legacy expert attorneys Danielle and Andy Mayoras say advisors can point to the bigamy scandal surrounding actress Reese Witherspoons family as yet another example of why its so important for clients to have their estate planning and legal affairs in order.
May 15
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Forty-eight percent of respondents reported plans to increase their allocation to commodities in 2012, and 45% of respondents to real estate.
May 15
