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Its official: Touchstone Investments has completed its acquisition of selected fund assets of Old Mutual Asset Management's U.S. mutual fund business.
April 17 -
LPL Financial said its RIA platform, the firms custody unit, eclipsed the $25 billion threshold in total assets under custody.
April 17 -
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Patrick Morris is a veteran hedge fund manager who has come in from the cold.
April 17 -
While there used to be benefit and value in being a public company, there no longer is, says Edelman, a member of the Financial Advisor Hall of Fame.
April 16 -
On April 16, Knoxville, Tenn.-based BPV Wealth Management changws its name to reflect its rapid growth in the asset management business.
April 16 -
The SEC charged four executives of what is now a Charles Schwab Corp. subsidiary as well as one customer with selling billions of dollars worth of securities they could not deliver.
April 16 -
Samson looks to expand its network of banks and financial advisors under Essex
April 16 -
On April 16, 2012, a NYSE spokesperson confirmed that J.P. Morgan Commodity ETF Services has filed with the U.S. Securities & Exchange Commission to list on the NYSE Arca an exchange-traded fund based on physical ownership of copper.
April 16 -
Wealth management company Edelman Financial Group said Lee Equity Partners had offered to take the company private in a deal valued at about $258 million.
April 16
