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Getting started in social media is a lot like getting started in investing. It pays to have a plan. And, much like investment planning, TJ Gilsenan, the Web Savvy Advisor, says social media planning involves assessing where you are now, determining where you want to go and establishing a plan to get there.
October 26
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Despite severe volatility in equities that chipped away at advisory assets, LPL Investment Holdings benefited from a hastening shift to advisory business models away from brokerage ones and turned in huge net income gains for the third quarter.
October 26 -
To be well prepared for succession, owners of financial planning practices should make sure employees are able to advance their careers within the firms. Firm owners should also learn how to manage Generation Y workers, because theyre going to be key to keeping practices alive.
October 26 -
Running its quantitative screens for its annual rebalancing, the Hennessy Focus 30 Fund turned up two sectors that at first puzzled Neil Hennessy, chairman and chief investment officer of Hennessy Funds: energy and utilities.
October 26 -
Charles River Development has officially launched a new data management platform that will help fund managers integrate reference, issuer, benchmark-index and pricing data into their front- and middle-office applications.
October 26 -
Although the State Street Investor Confidence Index is still below 100, indicating institutional investors appetite for equities and other risky assets is neutral, the index jumped significantly by 6.7 points to a reading of 96.7 in October -- underscoring marked and continued improvement in institutional investors outlook.
October 26 -
Blue chips dropped 207 points Tuesday to 11706.62, ending a three-day winning streak, amid continued concern over Europes debt crisis. The Dow Jones U.S. Total Stock Market Index was down 2.11%.
October 25 -
BNY Mellon Asset Servicing will allow authorized participants in exchange-traded fund transactions to place orders one day ahead of the actual trade date.
October 25 -
NEW YORK—Running its quantitative screens for its annual rebalancing, the Hennessy Focus 30 Fund turned up two sectors that at first puzzled Neil Hennessy, chairman and chief investment officer of Hennessy Funds. Energy. And utilities.
October 25 - Money Management Executive
Charles River Development has officially launched a new data management platform that will help fund managers integrate reference, issuer, benchmark-index and pricing data into their front- and middle-office applications.
October 25
