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Global accounting firm Ernst & Young has expanded its West Coast asset management tax practice with four new hires.
March 21 -
Quantitative hedge fund manager Hagin Investment Management has launched an equities market neutral product aimed for mutual fund investors.
March 21 -
U.S. equity funds take a lashing, posting estimated outflows of $2.88 billion for the week ended March 14.
March 21 -
Caribou Coffee Company, Inc. has selected Indianapolis, IN-based McCready and Keene, an actuarial and retirement benefits consulting firm, as the exclusive service provider for its 401(k) plan, which currently has 6,000 employees and more than $7.5 million in assets, which transferred on March 1.
March 21 -
Citi Private Bank has hired Robert Todd Martin from Wells Fargo to serve as managing director and ultra high net worth private banker in Houston.
March 21 -
The Investment Management Consultants Association has hired Jim Dobbs as director of education following his six-year stint as a certification consultant and program director for its Certified Private Wealth Advisor certification program.
March 21 -
Loomis, Sayles & Company has hired Jeffrey Schwartz to serve as the new co-manager of the firms small and mid-cap core strategies, including the Loomis Sayles Small Cap Value Fund.
March 21 -
Advisory firms should be aware of changes coming to all Facebooks brand pages on March 30. New functionality should make the pages even more engaging.
March 21 -
The SEC's Office of Compliance Inspections and its Division of Enforcement are getting 'increasingly collaborative.' That may be turning routine exams into launchpads for enforcement actions.
March 21 -
The SECs Office of Compliance Inspections and its Division of Enforcement are getting increasingly collaborative. That may be turning routine exams into launchpads for enforcement actions.
March 21


