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Vanguards exchange-traded funds continue to increase in popularity among investors in the United States, the company has reported.
July 30 -
Global Expansion Keeps CFOs Optimistic Participants in the 2013 Bank of America Merrill Lynch CFO Outlook Mid-Year Update gave the U.S. economy an average score of 58 out of 100. This figure was up from 49 in the last survey conducted late last year. The global economy received a score of 51, up from 45.
July 30 -
The Treasury Department said it expects to borrow $209 billion in the third quarter and end with a $95 billion cash balance.
July 30 -
Since 2008, investors have sought new investment strategies less affected by market downturns. At the same time, many hedge fund managers who survived the collapse with positive returns are looking to expand their offerings to the retail market. Adding budget cuts and new regulations to the mix creates a recipe for potential problems.
July 30 -
As community banks struggle with profitability, one segment offers a large opportunity for new revenue, according to George Noga, senior vice president of revenue enhancement at Fiserv: small business.
July 30 -
Increased demand for due diligence on hedge funds-if not for the funds themselves-may be the initial impact of the Securities and Exchange Commission's recent ruling lifting an 80-year-old ban on advertising for private offerings.
July 30 -
Jim Atkinson leads Guinness Atkinson Asset Management, which has $359 million in assets under management, a staff of 20 and an offering of eight no-load mutual funds.
July 30 -
Legg Mason announced that it has appointed Dennis M. Kass, an industry veteran, as non-executive Chairman of the Board.
July 29 -
Hedge fund managers now no longer have to hide behind their websites because they are free to advertise openly to investors who meet their investment requirements courtesy of President Obama's JOBS Act
July 29 -
Highland Capital Management had a rough ride after the 2008 crisis, logging four years of outflows from its funds. In June 2012, ING and Ivy funds alum, Brad Ross, wasbrought onboard as president.
July 29 -
Equities continue their climb, notching gains of 15.7% so far this year, as measured by the S&P 500. This comes after a 13% gain last year. Against that backdrop, we asked Morningstar to rank the top mutual funds in the U.S. for the past 12 months. We limited it to open-end funds that have at least $100 million in assets and that have been in business for at least five years.
July 29 -
Vanguards exchange-traded funds continue to increase in popularity among investors in the United States, the company reported today.
July 29 -
Equities continue their climb, notching gains of 15.7% so far this year, as measured by the S&P 500. This comes after a 13% gain last year. Against that backdrop, we asked Morningstar to rank the top mutual funds in the U.S. for the past 12 months. We limited it to open-end funds that have at least $100 million in assets and that have been in business for at least five years.
July 29 -
Older clients create three major challenges for advisors. If planners aren't analyzing their client base and preparing response strategies, they risk jeopardizing the future of their business.
July 29 -
There are steps you can take to increase the possibility of a successful, long-term hire. Here is a six-step process that can serve as a best-practice standard for hiring.
July 29
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The U.S. economic expansion is two-speed, favoring those who are already well-off financially, said Vincent Reinhart, the chief U.S. economist at Morgan Stanley.
July 29 -
A federal funds rate stuck near zero means cash will continue to deliver negative real returns for some time. Who in their right mind, the standard Wall Street taunt goes, would own cash when its a guaranteed losing proposition?
July 29 -
Forthcoming federal rules could require all investment advisors to implement formal anti-money laundering programs -- a shift that would bring RIAs under a similar regulatory regime as that governing broker-dealers, mutual fund complexes and other financial institutions.
July 29 -
Men and women alike underestimate how much money they will need in retirement. Here are some of the findings from an annual survey from the Employee Benefits Research Institute and Mathew Greenwald Associates.
July 29 -
The Internal Revenue Services Return Preparer Office said it is sending letters to 3,000 tax preparers who failed to use a valid Preparer Tax Identification Number.
July 29


