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William Blair & Company today unveiled the newest addition to its mutual fund family: the William Blair Global Small Cap Growth Fund.
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The Financial Planning Association and the Foundation for Financial Planning are joining forces to boost the organizations pro bono efforts.
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With equities markets near record highs, what should advisors be telling clients now?
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During the week ended April 17, investors steered a paltry $3.66 billion into the funds, making it their most dismal week this year.
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Total estimated inflows to long-term mutual funds were $3.66 billion for the week ended Wednesday, April 17, according to the Investment Company Institute.
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Atlanta-based RidgeWorth Investments has hired Ian Bachrach to fill the role of Managing Director of Marketing, responsible for all aspects of RidgeWorths marketing.
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In 2011, 44% of brokers who left wirehouses landed at independent firms, but every broker has an array of options when it comes to independence.
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The Financial Industry Regulatory Authority has temporarily withdrawn a controversial proposal to require advisors, brokers and firms to incorporate links to the BrokerCheck database when they post content to social media sites.
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Financial advisors must help combat the disconnect between investors' knee-jerk reactions and market performance.
April 24
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Pacific Investment Management Co. is becoming less dependent on Bill Gross, preparing for an eventual future without the worlds best-known bond investor and adding pressure on its rising stars to live up to his legacy.
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T. Rowe Price Group Inc., the asset manager that posted a profit every quarter since going public in 1986, reported first-quarter revenue that missed analysts estimates as institutional clients pulled money.
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Consumer advocate Jennifer Openshaw is launching a new company that offers advisors a platform in which to build social media communities, with some compliance features built in.
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Linscomb & Williams, a fee-only RIA with $2 billion in assets under management, announced Tuesday it is opening an office in Birmingham, Ala.
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An arbitration panel has ordered Wells Fargo to pay Stifel $800,000 in the latest dispute over alleged raiding of former A.G. Edwards advisors.
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Fidelity says the new desktop will enable the anywhere advisor."
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Advisors trying to expand their practices need to know how to focus their efforts to get the best returns.
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The unit added about $3 billion in fee-based assets over the past few years, with sales going up about 74%.
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The Money Management Institute last night announced the winners of its 2013 Industry Leadership Awards at its Gateway to Leadership Dinner in New York City.
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T. Rowe Price Group has no immediate plans to begin offering active exchange-traded funds, the Baltimore Business Journal reports.
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Kasinas new social media report ranks Vanguard, Sun Life, iShares, Putnam and Franklin Templeton Investments as the top five asset managers for social media practices.
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