We are proud to announce this year's Money Management Executive's 6th Annual Fund Operations Awards program. The awards, for Leadership, Innovation, New Media and Innovations/Efficiencies, will be presented in person in September, in Boston. Deadline for entries is July 18, 2008. Detailed entry forms will be available on the newsweekly's home page. We look forward to hearing from entrants as well as those interested in serving on the judging panel. For more information:
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Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.
July 16 -
The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.
July 16 -
The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.
July 16 -
But the Bank of America subsidiaries nonetheless reported rises in AUM and net revenue in the second quarter while adding thousands of new client relationships.
July 16 -
The accusations led to the end of 16 years at the firm.
July 15 -
In an earnings call Tuesday, CEO Charlie Scharf credited brokers in the firm's branches for working with consumer bankers for a 10% increase in new assets.
July 15