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Kenneth Burd has joined Delaware Investments as vice president, head of internal sales, responsible for managing the 15-member internal sales desk, which supports the firm's retail sales efforts. Burd started his position on March 5.
March 15 -
On March 1, Bill Gross, co-founder of the Pacific Investment Management Company, officially crossed the line and fired his opening salvo in the exchange-traded fund business.
March 15 -
WisdomTree Investments, Inc. is visiting the NASDAQ MarketSite in Times Square on Thursday with Western Asset Management Company, a subsidiary of Legg Mason, to celebrate the launch of the WisdomTree Emerging Markets Corporate Bond Fund.
March 14 -
ING today released a new mobile application that allows ING retirement plan participants to access and manage their retirement plan account information in transit.
March 14 -
La Jolla, Calif.-based Altegris is looking to beef up its managed futures mutual fund, dubbed the Altegris Managed Futures Strategy Fund, a fund of funds, by adding two more managers to its stable.
March 14 -
Investment manager Eaton Vance has named Laurie Hylton as chief financial officer and Daniel Cataldo as treasurer. They both replace Robert Whelan, who has left the company.
March 14 -
Nearly 54% of mutual funds taking part in a Bonaire Software Solutions study on distributor rebate payments said that tracking and reconciliation is their biggest challenge.
March 14 -
Great Bend, K.S.-based CPI Qualified Plan Consultants, a third-party admnistrator for retirement plans, has named 25-year veteran Jon Prescott as its president.
March 14 -
So you want to tap into the global markets and find new opportunities for growth?
March 14 -
Kip Meadows is the founder and acting chairman of Nottingham Investment Administration, which services more than $25 billion in assets for mutual funds and asset managers.
March 13 -
Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services.
March 13 -
Goldman Sachs has reshuffled a number of senior positions in its equities division in response to recent executive departures.
March 13 -
Nearly one out of four pension plan participants invest solely in target-date funds, according to new research released from The Vanguard Groupa six-fold increase over the past five years.
March 13 -
Walt Bettinger, president and chief executive of The Charles Schwab Corporation, has a few reasons to smile today.
March 13 -
San Francisco, Calif-based Forward Management, LLC today unveiled its latest offering, the Forward Managed Futures Strategy Fund, a systematic, trend-following vehicle that will bet long and short exposure on liquid futures contracts in commodities, equities, bonds and currencies.
March 13 -
La Jolla, Calif.-based Altegris, an alternative mutual fund shop, has hired Amy Bennett as its new director, sales strategy and channel marketing, reporting to Andrea Trachtenberg, chief marketing officer.
March 13 -
lients of RidgeWorth Investments will now be able to access a variety of functions and data from their investment accounts thanks to a new application available for the iPad.
March 13 -
Putnam Investments today named Scott C. Sipple as head of investment product management and development, responsible for overseeing the firms equity, fixed income and global asset allocation product management and development teams.
March 13 -
M&T Bank and Wilmington Trust have reorganized the MTB Group of Funds and Wilmington Funds into one fund family one year after their merger and two months after M&T bank revealed plans to merge its brand its funds with the Wilmington moniker.
March 13 -
The Vanguard Group, Inc. has doubled its sales force, to 220 staffers, serving financial advisors in an initiative to promote its exchange traded-fund products.
March 12