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Robert W. Baird & Co. has snapped up 12 financial advisors with a total of $1.93 billion in client assets under management.
March 20 -
Because of its increasing complexity and impacts on financial firms beyond banks, firms that run registered investment funds are hopeful that the Volcker Rule gets re-proposed before it goes into effect in July.
March 20 -
Legacy expert attorneys Andy and Danielle Mayoras along with everyone else have now had a chance to take a look at Whitney Houstons will. That the deceased music superstar opted for a will rather a living trust points to some shortcomings in her overall estate planning strategy.
March 20
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PIMCO and the Vanguard Group received the highest favorable ratings from prospective institutional investors amidst leading asset managers, according to a new study released by Cogent Research.
March 20 -
RBC Wealth Management has established a new office in Raleigh, N.C., staffed with a six-member team of financial advisors and associates.
March 20 -
The prospects for the U.S. economy have brightened thanks to improvements in the labor and housing markets, says TD Economics.
March 20 -
UBS Wealth Management Americas has snapped up several financial advisor teams and four individual financial advisors previously working with more than $1.7 billion in client assets.
March 20 -
The March survey of fund managers found that 23% of investors expect a stronger global economy during the next 12 months.
March 20 -
Ross Sims, previously at ING Financial Advisors, joins RIA and broker-dealer Atlanta Capital Group as a retirement plan specialist and managing partner.
March 20 -
Most investment fund clients have no idea how much their investments are costing them in terms of management fees, commissions and other hidden costs, according to money manager Greg Phelps of Redrock Wealth Management.
March 20


