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J.P. Morgans Worldwide Securities Services plans to expand its direct custody and clearing business in Brazil and Russia.
September 20 -
Invesco has launched the PlanForward Consulting Series, aimed at helping 401(k) advisors and consultants build a compelling value proposition and enhance their brand recognition.
September 20 -
GuidedChoice has created a retirement plan reality check for participants to see how well prepared they are for retirement and how much income their savings will produce. The program also guides them to save more and offers access to professional advice.
September 20 -
PNC has launched the PNC Wealth Insight tool to allow high-net-worth clients see an aggregated, enhanced view of their assets.
September 20 -
Prediction: the Federal Reserve Board will let Capital One Financial Corp. buy ING Direct USA. Why? Because blocking it would doom every financial firm larger than Capital One to a stagnant future and send a chilling message to any foreign firm with a presence here.
September 20 -
President Obama announces a sweeping long-term deficit reduction plan that includes a proposal calling on federal employees to shoulder more of the burden of funding their retirement plans.
September 19 -
Citi Private Bank has formed a new group to expand its work with Asian clients in North America and named current Managing Director Ida Liu to head the group.
September 19 -
Investment advisor advocates are breathing easier after the Department of Labor announced Monday that it has pulled its current proposal on the definition of a fiduciary off the table. The agency will take up the issue in early 2012 and repropose a fiduciary definition after more industry input.
September 19 - Money Management Executive
PNC has launched the PNC Wealth Insight tool to allow high-net-worth clients see an aggregated, enhanced view of their assets.
September 19



