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One of China's biggest asset managers is looking to bring China and Asia-focused mutual funds to U.S. institutional and retail investors.
July 5 -
Mutual fund liquidations have risen within the first six months of 2013 compared to the same period last year.
July 5 -
Mutual funds and exchange-traded funds are both pooled investment solutions that can successfully offer an advisor's strategies to a larger group of investors.
July 5 -
Bill Grosss Pimco Total Return Fund (PTTRX), the worlds largest mutual fund, absorbed a record $9.9 billion in net redemptions last month as investors fled bonds in anticipation of the Federal Reserve scaling back its purchases.
July 5 -
Is bank management on the same page as you? And what can you do to help keep your book of business strong?
July 5 -
BlackRock this week finalized its buy of Credit Suisse's exchange traded funds business, in a move that makes BlackRock's iShares platform the largest in the region.
July 5 -
The average person checks their phone every 6.5 minutes, according to a recent study by Nokia, and with dozens of apps on the average smartphone, its certainly easy to spend your days distracted by Angry Birds and Instagram. Financial advisors, however, pinpoint these smartphone apps as essential in helping to make their businesses and lives more efficient.
July 5
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Update -- Andrew McMenigall and Toby Wallace, two executives at Aberdeen Asset Management Plc, were killed in a traffic accident while taking part in a charity bicycle ride across Britain.
July 5 -
Global exchange-traded funds and exchange-traded products last month experienced outflows for the first time in two years losing $3.98 billion.
July 5 -
St. Louis-based Buckingham Asset Management has added JWA Financial Group of Dallas in its latest acquisition.
July 5 -
When wirehouse brokers consider shifting to independence, they need to weigh a lot of factors and ask a lot of questions. John Stuart and Mag Black-Scott of Beverly Hills Wealth Management provide 11 questions that should be top of mind before making the move.
July 5
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With choices like Salesforce, Junxure, Redtail and more available in the marketplace, selecting the right CRM can be difficult. Dave Grant weighed a lot of options and considered many factors when he made his decision.
July 5
Retirement Matters -
Keeping track of your firms marketing metrics allow you to work smarter - not harder.
July 5
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If federal regulators move ahead with a plan to impose a uniform fiduciary standard of care on investment advisors and broker-dealers, financial professionals anticipate that the cost of doing business will increase, with a result of higher client fees and more limited services, according to a new survey.
July 5 -
Nearly 70% of Millennials have no retirement plan, according to a new survey.
July 5 -
Sen. Pat Roberts, R-Kan., and Rep. Tom Price, R-Ga., have introduced legislation in the Senate and the House to block foreign governments from collecting taxes on securities transactions.
July 5 -
In investors' epic search for yield, one strategy in particular has risen to the top this year: loan participation mutual funds and ETFs.
July 5 -
Investors yanked $28.54 billion from long-term mutual funds were $28.54 billion for the week ended Wednesday, June 26, according to the Investment Company Institute.
July 5 -
Aberdeen Asset Management is mourning the loss of Andrew McMenigall, a senior investment manager in the global equity team based in Edinburgh, Scotland and Toby Wallace, a senior relationship manager in its Philadelphia office, who were yesterday involved in a fatal cycling accident in Cornwall, England.
July 3 -
Investors yanked $28.54 billion from long-term mutual funds were $28.54 billion for the week ended Wednesday, June 26, according to the Investment Company Institute.
July 3

