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Cue Wealth Management Solutions will provide CPA and RIA firms with help in launching, growing and leveraging their wealth management practices as integrated parts of their services to individuals, business owners, related qualified retirement plans and charitable entities.

Breaking into the brokerage business is getting tougher as declining fees make small accounts less profitable and government restrictions on unsolicited calls make phone sales taboo. That’s leaving big firms struggling to replace a retiring generation of advisors.

Goldman Sachs has filed to launch the Multi Asset Real Return Fund. The fund seeks real return by investing in inflation-sensitive assets.

So you've met a great prospect or received a great introduction. What's next? Bill Cates offers dos (and don'ts) for what to say when you call your new prospects.

Morgan Stanley Alternative Investment Partners announced the launch of the AIP Dynamic Alternative Strategies Fund, its first mutual fund.

Goldman Sachs has been “deficient” in linking compensation to company performance, Glass Lewis said in a report, which also opposed the re-election of compensation committee Chairman James A. Johnson. ISS said in a May 8 report that shareholders should vote for Johnson at the New York-based bank’s May 23 annual meeting.

Independent advisors should be preparing themselves more aggressively for sale and consolidation, a new study says.

A key to the direction of Europe's future will be the economic progress of Spain, Italy, Portugal and Greece.

The firm has hired four wealth sales directors in Los Angeles and Newport Beach to drum up business.

Vanguard has kicked off a campaign to emphasize the importance that costs play in long-term investing.

Federated Investors has named Ihab L. Salib as senior portfolio manager of Federated Emerging Market Debt Fund.

AXA Investment Managers has appointed Lawrence Remstedt director of institutional development and relations.

Rocco Carriero, an Ameriprise Financial advisor, warns investors to focus on strategy and asset allocation as opposed to being blinded by volatility.

Neuberger Berman has filed with the SEC to bring its Greater China Equity strategy stateside.

Morgan Stanley Alternative Investment Partners (AIP) today announced the launch of the AIP Dynamic Alternative Strategies Fund, its first mutual fund.

Goldman Sachs has filed to launch the Multi Asset Real Return Fund. The fund seeks real return by investing in inflation-sensitive assets.

Janus Capital Group announced a number of portfolio management changes on Monday.

The Internal Revenue Service is cautioning tax-exempt organizations such as charities and other not-for-profits that they face a deadline of May 15 under which they are required by law to file annual reports.

Any firm that wants to grow needs to consider how to best manage one of its key assets—its people. Unfortunately, Matt Matirisian reminds us, although most advisors are great entrepreneurs and visionaries, they are not necessarily good people managers.

Securities regulators are reviewing a proposal that would require the riskiest money-market mutual funds to adopt a floating share price, according to a person familiar with the matter.