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How do you stand out and make yourself different in a world where you have so much competition and you are viewed as a commodity.
June 25
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Forget Apple and Google. Ask portfolio managers for their top tech stock picks and you may get some less familiar names.
June 25 -
First Trust Advisors L.P. introduced an actively managed exchange-traded fund, First Trust North American Energy Infrastructure Fund that invests in the energy infrastructure sector through master limited partnerships, pipeline companies and utilities.
June 25 -
Fund firms are beginning to like social media and the devices their staffs use to communicate online with customers.
June 25 -
Fund firms are beginning to like social media and the devices their staffs use to communicate online with customers.
June 25 -
The Dow Jones Industrial Average moved up 67.21 points Friday to close at 12,640.78 while the Nasdaq and S&P 500 added 33.33 points and 9.51 points, respectively.
June 22 -
kasina is beefing up its sales and marketing unit by promoting Mariel Donnelly to the newly created position of Business Development Specialist.
June 22 -
As regulators and investors impose increasingly stringent transparency and reporting requirements, asset managers face new challenges in all aspects of data management.
June 22 -
Deutsche Bank has concluded its exclusive negotiations with Guggenheim Partners over a potential sale of RREEF, its global alternative asset management business.
June 22 -
In case you hadn't noticed, the world is getting more complex.
June 22 -
It's been more than a year since Richard Davies joined Russell Investments as Managing Director- Defined Contribution.
June 22 -
Ask recruiter Michael Castine about the state of mutual fund hiring now, and he brings up the Brad Pitt movie "Moneyball."
June 22 -
Only 16% of financial advisors are using social media to market their services. Here are seven baby steps any wealth manager can take to get started. Also see: 10 Online Tools Advisors Can’t Live Without 7 Facebook Basics for Financial Advisors 9 Steps to Grow Your AUM With LinkedIn 10 Critical Social Media Tips for Advisors 10 Steps to Twitter Success for Financial Advisors
June 22 -
Edward Jones plans to add about 8,000 advisors over the next eight years. If this ambitious goal can be realized or even approached, some of the success may be due to specialized efforts to recruit and acclimate new advisors from nontraditional backgrounds.
June 22 -
Theres too much bullish bias and herd mentality among financial advisors who fear losing their jobs when they should be focused on long-term returns, value manager Jeremy Grantham says.
June 22 -
The acquisition adds 126 relationships and $200 million in assets to the San Antonio-based wealth advisory firm.
June 22 -
On June 22, 2012, Total money market mutual fund assets decreased by $20.86 billion to $2.533 trillion for the week ended Wednesday, June 20, according to data from the Investment Company.
June 22 -
Gus Sauter, managing director and chief investment officer of Vanguard, will retire from the firm at the end of the year. Mortimer J. Tim Buckley, a managing director, will succeed him.
June 22 -
On June 22 ,2012, George U. "Gus" Sauter, managing director and chief investment officer of Vanguard, today announced his plans to retire, effective December 31.
June 22 -
On June 22, 2012, AllianceBernstein re-upped CEO Peter S. Kraus contract for another five years, starting in January 2014, when his existing contract expires.
June 22



