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Mutual funds firms are no longer novices at harnessing the marketing potential of Facebook and Twitter, and have, at least incrementally, been learning to successfully reach investors through social media channels.
June 5 -
Some of the U.S.s largest providers of money-market mutual funds have sought a compromise on new regulation, making adoption of tougher rules for the $2.6 trillion industry more likely if far from a sure bet.
June 4 -
The Palm Beach Gardens, Fla., wealth management firm announced Monday it will acquire Silver Bridge Advisors of Boston, forming a $3.4 billion RIA to join the growing list of independent advisory firms hoping to establish a national footprint.
June 4 -
Market challenges and opportunities; Yoga on the beach, and former Secretary of State Hillary Clinton. These are just some of the activities and topics set to be presented, discussed, tweeted, and analyzed at Pershing's three-day INSITE 2013 conference in Hollywood, Fla., that begins Wednesday. The Twitter-verse is already buzzing.
June 4 -
Financial advisors are setting aside their doubts and embracing the recovery.
June 4 -
Sallie Krawcheck scolded advisors last month for their attitudes towards female clients. "Talking to husbands and nodding to wives no longer cuts it," she said.
June 4
Financial Planning -
In an environment of transparency and volatile capital markets, you would think exchange-traded fund vehicles would hold more of a percentage in the $3.6 trillion retirement plan marketplace.
June 4 -
Calamos Investments today officially unveiled its Calamos Long/Short Fund (CALSX; CCLSX; CILSX; CRLSX). Money Management Executive previously reported on the funds launch.
June 4 -
Former U.S. Senator and new SIFMA CEO Judd Gregg tells On Wall Street why the legislation is the wrong type of law.
June 4 -
The appointment marks the units latest move to build out its services beyond traditional wealth management.
June 4 -
Planners only have so many hours in the day, Accenture's Kevin Boyle said. So, [they need to consider] which managers do they really want to spend their times learning, getting close to and spending time advising their clients about.
June 4 -
Fred Alger Management has expanded its investment lineup by launching the Alger International Growth Fund (AIGIX) and the Alger Global Growth Fund (CHUSX).
June 4 -
Like any good advisor, Dave Grant has some tasks he is happy to handle, and other things he needs to outsource. How do you determine one from the other?
June 4
Retirement Matters -
Deutsche Asset & Wealth Management has launched the db X-trackers Municipal Infrastructure Revenue Bond Fund (RVNU) and the db X-trackers Regulated Utilities Fund (UTLT).
June 4 -
Apps are growing increasingly common among financial planners as a way to remain top-of-mind with clients. Still, some firms have not embraced the technology as quickly as others. The sooner firms roll out their apps the better, because as more employ the technology, the competitive advantage it offers diminishes.
June 4 -
Bank of America Corp. and Wells Fargo & Co. were ordered to pay about $5.2 million in fines and restitution by the Financial Industry Regulatory Authority over sales of loan funds.
June 4 -
Nuveen Investments today announced its Nuveen Symphony Credit Opportunities Fund (NCOIX) I shares class received a 5-star Morningstar Rating.
June 4 -
The rich are different from everyone else: They may need different insurance policies.
June 4 -
Bank of America Corp. and Wells Fargo & Co. were fined by the Financial Industry Regulatory Authority over sales of loan funds.
June 4 -
The firm appointed Alynn Eubanks, who will be responsible for overseeing the advisory platforms.
June 4






