Ivy Management, a mutual fund investment adviser, has introduced the Ivy US Blue Chip Fund. The funds will be distributed by Ivy Mackenzie Distributors of Boca Raton. The fund will be managed by Paul Baran, who previously was chief investment officer for Central Fidelity National Bank in Richmond. Baran said the fund's objective is long-term capital growth, and it will invest 65% of its assets in blue-chip stocks.
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A report by Advisor Growth Strategies delves into key concepts the dealmaking advisory firm says the industry doesn't discuss enough.
March 27 -
Crafting financial plans can be challenging when your client has more than one life partner. Here's how advisors can best serve people in throuples, polycules and other types of relationships.
March 27 -
A mother-to-be in Maine is expecting not only a baby but a generous gift from her father-in-law. How should she make the most of it?
March 26 -
The IPO of the new parent of PKS Investments ran into long delays. Here's why some see potential for success in a niche often associated with LPL.
March 26 -
The $4.2 billion-asset MCU in New York is working with Ameriprise Financial Institutions Group to connect members with the firm's network of digital advisors and offer investment planning options alongside its traditional products.
March 25