FundQuest, a registered investment advisor that sells Web-based SMAs to banks and broker/dealers, will now sell AIMs Intrinsic Value and International ADR Growth styles.
"FundQuest has built strong relationships within the banking channel for the last 10 years," said Kamala Sachidanandan, a senior vice president and director of marketing for AIM Private Asset Management. Founded in 1993, FundQuest sells managed account platforms, including mutual fund wraps, for more than 50 institutions.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.
Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
Turns out clients are as mistaken about tax preparers as they are about taxes.
