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A formerly well-connected, Seattle-area financial advisor and former chairman of advisory software developer Tamarac Inc., now finds himself at the center of a federal fraud and money laundering investigation after FBI agents raided his home several weeks ago.
October 13 -
Bank of America has hired more than 80 financial advisors for its Merrill Edge unit in the Northwest region which includes San Francisco, San Jose, Sacramento and Las Vegas.
October 13 -
In the three years since the financial crisis hit, investors have remained cautious, but their tolerance for risk has actually held steady, the Investment Company Institute said Thursday.
October 13 -
John Hancock Financial Network has launched a turnkey retirement income program for financial advisers that includes a web-based product allocation analysis tool, multi-media educational and sales materials and dedicated support.
October 13 -
Investment consultants and plan sponsors continued to express the strongest interest in the geographies of ACWI ex-U.S., global and emerging markets in September, according to a prominent institutional investment database.
October 13 -
Although Edward Jones recommends that retirees start with a plan to withdraw 4% of their retirement savings each year, Americans have a widely varying idea of how much they will need, the investment firm found in a survey of 1,011 people.
October 13 - Money Management Executive
Three out of four executives at mid-market companies with annual revenues of $50 million to $1 billion plan to maintain or boost their long-term investment spending, according to a survey by Deloitte.
October 13 -
The Conference Board Employment Treads Index fell 0.45 percentage points to 100.95 in September, pointing to continued slow job growth for the rest of the year. However, the figure is up 4.4 percentage points from September 2010.
October 13 -
Although Edward Jones recommends that retirees start with a plan to withdraw 4% of their retirement savings each year, Americans have a widely varying idea of how much they will need, the investment firm found in a survey of 1,011 people.
October 13 -
Man Investments has launched the Man Long Short Fund, a ’40 Act equity hedge fund-of-fund that will invest in up to 30 portfolios and offer monthly liquidity. With a minimum investment of $50,000, the fund will only be available to high-net-worth clients of top-tier broker-dealers.
October 13
