Thornburg Management Co. of Santa Fe, N.M., has added hyperlinks to the web sites of all of the companies in its Thornburg Value Fund stock portfolio. The goal is to provide as much information to the investment management community as possible, according to fund manager William Fries. "Investors and financial advisors are best served by having the best information available to them, including information obtained directly from the corporations," he said.
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Also, Cresset extends its reach in Texas, Janney recruits from Wells Fargo and Ameriprise, Merrill draws from Wells Fargo and Mercer acquires a $1B firm.
December 4 -
Current market conditions and declining interest rates make small-cap ETFs an attractive option for diversification, but choosing the right one requires a hard look at the details.
December 4 -
Nearly all the brokers who dropped their FINRA registration in the wake of tougher rules kept their insurance licenses, according to newly published research.
December 4 -
The release coincides with a $6.25 billion donation from Michael Dell and his wife to kickstart the savings program.
December 4 -
RBC CEO David McKay discusses plans to provide more clients with banking relationships while the firm announces a reorganization of its U.S. wealth management division next year.
December 3 -
When a client's insurance needs change, the opportunity to sell their life policies to outside buyers should not be overlooked.
December 3





