JP Morgan's institutional businesses in New York and London will be using XAMIN, SunGard Investment System's performance measurement and portfolio attribution system. The software system is specifically designed for mutual fund companies, investment banks, custody banks and insurance companies.
The Trump administration is changing many prior policies, but supporters of this proposal are calling for further action to protect the complex tax savings maneuver.
Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the organization.
While vintage Fenders, Gibsons and Martins can be worth thousands or even millions, advisors caution that collecting guitars should be for the love first and foremost.
Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study.
The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.
With more than $8 billion in assets under advisement, Simon Quick can comfortably serve high net worth clients. And it's managed to get there without private equity.
