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What impact can "Promoted Tweets" have on your website? One advisor was brave enough to test the waters.
July 11
Retirement Matters -
Northwestern Mutual, the nations 7th largest independent broker-dealer by total-revenue, announced Wednesday it has hired more than 1,100 financial representatives so far this year, and nearly 3,000 financial representative interns.
July 11 -
The acquisition comes just nine days after United Capital acquired an Atlanta wealth manager and is the latest example of the firms aggressive, Starbucks-inspired expansion strategy.
July 11 -
Sanctuary Wealth Services, a San Francisco-based platform provider and services support firm for wealth managers, has snagged a Morgan Stanley breakaway team specializing in proprietary asset management.
July 11 -
F-Squared Investments has appointed Paul Gamble as head of F-Squared Retirement Solutions, responsible for F-Squared's customized and private labeled target date strategies and funds, collective trust funds and sub-advisory partnerships in the retirement market.
July 10 -
Nuveen Asset Managements Chief Equity Strategist and Senior Portfolio Manager Bob Doll is taking on a new slate of funds including traditional, specialty, and alternative funds.
July 10 -
iShares has expanded its suite of iSharesBonds with four new corporate term exchange-traded funds, including the iSharesBond 2016 Corporate Term ETF (IBDA), iSharesBond 2018 Corporate Term ETF (IBDB), iSharesBond 2020 Corporate Term ETF (IBDC) and the iSharesBond 2023 Corporate Term ETF (IBDD).
July 10 -
Massachusetts sent subpoenas to 15 brokerages including units of Bank of America Corp., Morgan Stanley and Wells Fargo & Co. as it investigates alternative- investment sales to seniors.
July 10 -
Mutual funds experienced outflows of $4.89 billion for week ended Tuesday, July 2, according to the Investment Company Institute.
July 10 -
In June, U.S. exchange-traded fund outflows topped $10 billion, as investors withdrew $6.2 billion from fixed income ETFs and $6 billion from emerging market ETFs, according to State Street Global Advisors latest ETF Snapshot report.
July 10 -
The Deloitte Center for Financial Services has added Lynette DeWitt as a research manager, focused on asset management.
July 10 -
A FINRA panel ruled Wells Fargos lack of supervision allowed a third party to syphon funds from a client account.
July 10 -
Francis Picarelli has been promoted from vice president to senior vice president at consulting shop Segal RogerCasey.
July 10 -
Banks could boost the profitability of their wealth management programs if they integrated their private banking, trust and brokerage businesses.
July 10 -
Three new reports suggest that the wealth management industry still needs improvement and hint at a slowdown after recent growth.
July 10 -
One key element separates the fastest-growing RIA firms from their peers, according to a new Schwab report.
July 10 -
One expert predicts that at least half of the top 30 U.S. banks will move advisors to a salary-based compensation system in the next two to three years.
July 10 -
Advisors remain very bullish on U.S. equities and plan to allocate a greater percentage of their clients portfolios to the asset class over the next six months, according to a new survey by Aberdeen Asset Management.
July 10 -
The Vanguard Group had its first monthly redemptions in almost 20 years in June as investors sold bond funds in anticipation of the Federal Reserve scaling back its asset purchases.
July 10 -
The Boston company said it is realigning to better serve advisors in the independent, bank, broker-dealer and family office channels.
July 10



