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NICSA's 31st Annual Conference and Expo will have a keen focus on distribution and operational issues, according to president Theresa Hamacher.
February 10 -
The outlook for the asset management industry in 2013 is strikingly more positive than it has been in years.
February 9 -
Fidelity Financial Advisor Solutions, the Defined Contribution Investment Only unit of Fidelity Investments, is looking to grow its team of wholesalers.
February 9 -
Alert! Stock funds gained assets four weeks in a row, picking up $20.7 billion through January 30.
February 9 -
NICSA's 31st Annual Conference and Expo will have a keen focus on distribution and operational issues, according to president Theresa Hamacher.
February 9 -
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Money market mutual fund assets dropped by $3.67 billion to $2.691 trillion for the week ended Wednesday, February 6, according to the Investment Company Institute.
February 8 -
ALPS Advisors is currently prepping the Barrons 400 ETF to launch within the next few months.
February 8 -
The Board of Trustees of Aberdeen Asset Management has approved a proposal to close the Aberdeen Emerging Markets Fund on February 22, according to a regulatory filing.
February 8 -
The Rockville, Md., firm hopes to grow rapidly by targeting smaller firms with an equity partnership deal and, ultimately, profits. Can the strategy made famous by United Capital and HighTower work down market?
February 8 -
A 5-Star ETF from ProShares Advisors has gotten a nice head-to-toe shakeup.
February 8 -
The boutique wealth management firm has nabbed three advisors with over $400 million in client AUM.
February 8 -
UBS financial advisor Daniel Rothenberg, number 9 on the Top 40 Under 40 List, says he advises aspiring advisors to build a team and the best story they can tell to clients.
February 8
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RIA firms of all sizes reported cautious optimism about their growth potential and the global economic environment, according to a new survey by Fidelity Institutional Wealth Services.
February 8 -
LionTree Advisors LLC, a boutique firm started seven months ago by analyst-turned-banker Aryeh Bourkoff, 40, and Ehren Stenzler, 37, is riding a wave of media deals to land among the top financial advisers so far this year.
February 8 -
Exchange-traded fund flows topped $298 billion in January, according to State Street Global Advisors latest ETF Snapshot.
February 8 -
Lloyd George Management, a wholly owned subsidiary of BMO Global Asset Management, last month took over sub-advising BMO's Emerging Market Equity Fund (MIEMX), which bets on a diversified portfolio of common stocks of foreign companies located in emerging market countries.
February 8 -
The number of tablets purchased by businesses will more than quadruple to in the next four years. In terms of mobile adoption, the wealth management industry has lagged, but that is about to change.
February 8
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Target maturity funds picked up more than $13 billion in the fourth quarter of 2012, bringing the industrys total assets to some $485 billion, a 29% increase from a year ago, according to data from Ibbotson.
February 7
