Subject Root Tag

Austin, Texas-based Dimensional Fund Advisors has appointed Peng Chen as chief executive officer, Asia (ex-Japan). Chen joined Dimensional on July 1 from, where he served as president of its global investment management division.

Overall, mutual funds and ETFs reported net inflows of $3.2 billion for the week with equity products garnering $10.3 billion—their largest weekly gain since September 14, 2011, according to fund flow data for the week ending July 3, providing by Lipper.

Calamos Investments has created the three-person Calamos Value Equity Team, consisting of active, fundamental value investors Jeff Miller, Ariel Fromer and Tammy Miller.

IndexIQ plans to close the IQ South Korea Small Cap ETF.

Henry Michaels and Jerry Wiant of RBC Capital Markets give their outlook for deals and pricing, discuss why taking stock can still be a good thing for sellers and advise bank buyers to manage investor expectations.

The time has finally arrived. FINRA’s new suitability and know-your-customer rules take effect today.

Economist Milton Friedman once famously quipped that price deflation can be fought by "dropping money out of a helicopter."

On July 6, 2012, IndexIQ plans to close the IQ South Korea Small Cap ETF (NYSE Arca: SKOR).

The Dow Jones Industrial Average lost 124.20 points Friday to close at 12,772.47 while the Nasdaq and S&P 500 lopped off 38.79 points and 12.90 points, respectively.

On July 6, 2012, The Government Pension Investment Fund of Japan, which is the world's largest public pension fund managing over 113 trillion yen, generated 2.32% return in the latest fiscal year.

Calamos-Equity-Value

On July 6, 2012, Overall, mutual funds and ETFs reported net inflows of $3.2 billion for the week with equity products garnering $10.3 billion—their largest weekly gain since September 14, 2011, according to fund flow data for the week ending July 3, providing by Lipper.

On July 9, 2012, Executive Briefs

On July 9, 2012, Fund managers and financial advisors are looking to the cloud to reduce costs, enhance performance, and improve accessibility.

On July 9, 2012, Just how tough can it possibly be to successfully stage an IPO, at a time when the bulk of trading on the nation's equity markets is automated? And when it will only get more so? The failure of the Facebook IPO has so rattled investors that it has become a totem of their lost faith in the orderly functioning of capital markets.

On July 6, 2012, Money Management Executive recently spoke to Jim Jessee, president at MFS Fund Distributors, Inc., the distribution arm of the firm's U.S. fund business, and co-Head, Global Distribution, about the firm's "Building Better Insights" branding initiative and other trends he sees within and outside of the firm.

On July 6, 2012, With interest rates near zero, housing prices in a six-year decline and the Federal Reserve seemingly running out of options to stimulate the nation's fiscal condition, what if you burn houses down?

On July 6, 2012, BlackRock, Inc. has entered into a definitive agreement to acquire Swiss Re Private Equity Partners AG (SRPEP), which is the European private equity and infrastructure fund of funds franchise of Swiss Re.

As many wealth management firms grapple with the challenge of how to replenish an aging financial advisor population, Bank of America Merrill Lynch is increasingly turning to its own solution: grow your own.

Here are five tips to help financial advisors make optimal use of their time during their first sit-downs with retirement plan participants.