News Feed

Financial services firms, including mutual fund managers, admitted that they invited negative public perception by their actions, or inactions, according to the 2012 Makovsky Wall Street Reputation Study.

Want to see your revenue leap within 30 days? Focus on the clients who produce most of your revenue. In our upcoming issue of BIC, you can read consultant Todd Colbeck’s advice on how to segment your book of business to do just that. Meanwhile, here is a high-level overview.

A former host of CNBC’s On the Money, personal finance journalist Carmen Wong Ulrich has co-founded a new woman-owned Manhattan-based financial planning firm, Alta Wealth Management.

When it comes to selecting investment managers for funds, timing and investment process is everything, according to a new report from Barclays Wealth.

Financial advisors John Waszolek and his son Eric Waszolek have joined Raymond James & Associates from Morgan Stanley Smith Barney, where they managed $200 million in client assets and had more than $800,000 in annual production.

Women as a group are less satisfied than men with the performance of their investment professionals.

iShares has filed paperwork with the Securities and Exchange Commission to launch a frontier market exchange-traded fund.

Aston Asset Management, LP has promoted Mark Kim to managing director, Southeast Region where he will be responsible for external sales. Kim has been with Aston for seven years.

John Hancock Financial Services has launched a television campaign, titled “You Are Not Alone,” that Hancock’s chief marketing officer, David Longfritz, says taps into the frustrations, as well as the resilience, of American investors now.

Here’s an interactive slide show that delves into five of the most common problems – and some solutions – facing clients who are already retired.