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Included in the lineup is the USAA Precious Metals and Minerals Fund, the No. 1-performing mutual fund in the 10 years ended June 30, 2010, according to
“Investors want easier access to our mutual funds, and our strategy is to give them that access through any channel,” said Dan McNamara, president of USAA Investment Management. “We’re excited about joining the E*Trade network and look forward to expanding through additional platforms in the near future.”
An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.
After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.
During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.
Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.
Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.
The Providence, Rhode Island, company is having discussions with private wealth management teams elsewhere as it seeks to expand its fledgling private bank. In just three months, private banking deposits doubled to $2.4 billion.
