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Workshops have long been a popular tool for financial advisors looking to connect with potential new clients but one advisor is taking the traditional workshop to a new and more effective level by getting CPAs, bankers and other influencers to co-host the events.
June 2 - PH
Stephen J. Dimodica, regional director for the greater Philadelphia region, is leaving Morgan Stanley Smith Barney. The Philadelphia regions complexes have been divided among three existing regions.
June 2 -
For the first time in two years fixed annuity sales rose, according to the Beacon Research Fixed Annuity Premium Study released on Thursday.
June 2 -
linkedFA, a social networking web site designed specifically for financial professionals, announced a strategic relationship with Thomson Reuters, the New York-based business information service, to provide financial data to advisors using the social network.
June 2 -
Guggenheim Funds Distributors Inc. this week launched two new actively managed exchange-traded funds (ETFS) that gives investors access to fixed income investment products with the flexibility and tax benefits of ETFs.
June 2 -
The pause in the increase in gas prices and a sense that the job market is improving help lift the RBC Consumer Outlook Index 3.8 points to 46.7 in June, up from 42.9 in May. This is the highest level it has ever been at since the financial crisis struck in September 2008.
June 2 -
Northern Trust has hired R. Peter Sanchez to serve as chief executive officer of Northern Trust Hedge Fund Services, upon the closing of Northern Trusts acquisition of hedge fund administrator Omnium.
June 2 -
A subpoena from the Manhattan district attorney's office looking into its role in the financial crisis that devastated investor accounts in the middle and latter part of the last decade and compelled Congress to enact a sweeping regulatory overhaul of the financial services industry could have wide-ranging ramifications for the investment bank.
June 2 -
The pause in the increase in gas prices and a sense that the job market is improving help lift the RBC Consumer Outlook Index 3.8 points to 46.7 in June, up from 42.9 in May. This is the highest level it has ever been at since the financial crisis struck in September 2008.
June 2 -
T. Rowe Price has launched the T. Rowe Price Emerging Markets Local Currency Bond Fund, in anticipation of those investors who would like to diversify away from the U.S. dollar.
June 2
