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Liz Kirscher is leaving her post as presidnet of research firm Morningstar's data division. A replacement has not been named.
April 17
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On April 17, 2012, The Vanguard Group was recognized as the most effective full service investment advice brand online by Heardable Inc., a Temecula, California-based firm which measures corporate online performance.
April 17 -
On April 17, OppenheimerFunds, Inc. said it is starring at the 2012 Tribeca Film Festival. Well, sort of.
April 17 -
On April 17, Tiburon's Chip Roame shared his views on the industry with fellow participants in NYC.
April 17 -
J.P. Morgan has been on a two-year push to set itself apart by developing a trading system that works with almost any execution management system on any asset. But it only matches orders that matter.
April 17 - PH
The lead dogs have gone independent and the next crop of wirehouse advisors is watching them," Chip Roame said at the Tiburon CEO Summit XXII in New York on Tuesday.
April 17 -
On APril 17, 2012, Franklin Templeton Investments Corp. has proposed merging the Wellington West Franklin Templeton Balanced Retirement Income Fund into Quotential Balanced Growth Portfolio.
April 17 -
On April 17, 2012, Investment services provider BNY Mellon was selected by Touchstone Investments to provide a variety of services, including mutual fund accounting and administration, transfer agency, and blue sky services for 14 additional Touchstone mutual funds.
April 17 -
Non-bank financial companies, including mutual fund operators, should get ready to find out whether they will be designated a "systemically important financial institution," aka, SIFI, now that the Financial Stability Oversight Council released final rules on April 3, according to Federal Reserve Chairman Ben Bernanke.
April 17 -
J.P. Morgan Commodity ETF Services has filed with the SEC to list on the NYSE Arca an exchange-traded fund based on physical ownership of copper.
April 17
