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The highly regulated mutual fund industry has largely been spared from the post-2008 financial crisis reforms-except, of course, for money market funds which can't seem to move off the regulatory target zone.
January 4 -
There's nothing quite like the feeling of coming out from under a guardian's wing.
January 4 -
Jeffrey Gundlach is starting his New Year the way he ended 2012.
January 4 -
Money market reform. Operations. Competition from and opportunity in exchange-traded funds.
January 4 -
If you're in fund services, the next big growth opportunity is handling middle office functions.
January 4 -
It looks like famed movie director George Lucas is finally channeling his inner Jedi Knight Force to wed long-time fiancée Melody Hobson, president of Ariel Investments.
January 4 -
The end of December was a "dud" for flows into equity mutual funds, reports Jeff Tjornehoj of Lipper.
January 4 -
Making a to-do list probably sounds like a very basic time management tool, but the following approaches can help refine your list-making practice and make it even more useful.
January 4 -
Pax World Management, which touts itself as having launched the industrys first socially responsible mutual fund in 1971, has hired Judy May as senior vice president of marketing.
January 4 -
Morgan Stanley's Jim Detterick started out by beta testing a career as a financial advisor. Now he applies that acumen to clients portfolios.
January 4 -
Total money market mutual fund assets increased by $37.78 billion to $2.705 trillion for the week ended Wednesday, January 2, according to the Investment Company Institute.
January 4 -
It's a big happy family for Hartford Mutual Funds, which announced today five new additions to its team.
January 4 -
3D Asset Management is giving its operations team a boost with a series of promotions.
January 4 -
In the most recent move by a large firm to help planners solve pressing succession issues, Cetera Advisor Networks is now offering its regional directors, s well as other small- to mid-sized broker dealers, the opportunity to sell their businesses to Cetera.
January 4 -
Advisors anticipate some additional tax questions and continued concern for clients in the high net worth bracket.
January 4 -
Sandip Bhagat has resigned as head of Vanguards Equity Investment Group, according to a regulatory filing.
January 4 -
Morningstar named its 2012 U.S. Fund Manager of the Year award winners in the allocation, alternatives, domestic stock, international stock, and fixed income categories.
January 4 -
After another year of record low municipal bond interest rates, next year is expected to see a slight increase in yields, according to municipal research analysts.
January 4 -
Flows to muni bond mutual funds, though still negative, recovered much of their lost ground over the previous two weeks.
January 4 -
The RIA sector drastically outpaced the growth rate of the rest of the financial services industry in the past year, growing at 13% versus 1.3%, according to research from Cerulli & Associates. For our annual RIA Leaders report, Financial Planning ran the numbers to look at the 50 fastest-growing fee-only RIA firms for 2012.
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