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Financial services software giant SunGard has launched a service for international fund processing and distribution, as part of its overall SunGard Global Network Funds service.
June 8 -
Advising entrepreneurial clients is rarely easy work for planners, especially when it comes to dealing with warring members of a family owned business.
June 8 -
Theyre earning more income than ever before, outlive their husbands by an average of four years and are significantly more inclined to seek out financial advice, but the advisory community still hasnt done enough to cash in on this enormous wealth management opportunity.
June 8 -
You weathered the credit crisis. You got through the Flash Crash. You are watching Europe (and the U.S.) struggle to make sure its debt doesn't implode from the global economic downturn. So you're ready for the next big threat to financial markets, right?
June 8 -
Customization has proved to catapult hedge fund of funds into the institutional limelight of late for many small pension and endowment plan sponsors. However, asset size and back office capabilities are still major determinants on whether the inherit fees are worth the worries of commitment to the alternatives vehicle.
June 8 -
On the first day of June, the Dow Jones Industrial Average dropped 1.95%, the Standard & Poor's Index 2.18% and the and Nasdaq Composite Index 2.5%. In effect, stock market gains for the year were wiped out. The reason: Jobs.
June 8 -
On June 8, 2012, mutual funds, ETFs experienced outflows of $8 billion.
June 8 -
On June 8, 2012,East Hartford, CT-based 3D Asset Management, Inc., an investment management shop, teamed up with East Winsor, NJ-based ExpertPlan, a private label retirement plan recordkeeper, to form a new product partnership.
June 8 -
Advisors need to focus on building an enduring business, said Mark Tibergien, the CEO of Pershing Advisor Solutions at the 2012 Pershing Insite Conference.
June 8 -
Denver-based Curian Capital, LLC has added of four new executives to the product development and asset management teams.
June 8 -
With Apple shifting its entire retirement plan portfolio to ETFs, will more follow?
June 8 -
June arrived on a positive note for tax-exempt money market funds, which accumulated $1.19 billion in new cash while total net assets rose to $273.64 billion in the week ended June 4, according to the Money Fund Report, a service of iMoneyNet.com.
June 8 -
The tax-exempt market may have experienced a sizable backup in yields on the week, but muni bond mutual funds still saw robust inflows.
June 8 -
In testimony before the Joint Economic Committee of Congress, the Fed chairman also highlights lawmakers' role in strengthening U.S. economy.
June 8 -
As the debate over regulatory reforms in the RIA sector has resurfaced on Capitol Hill, industry groups on both sides of the issue are making their case to lawmakers and staffers in the hopes of either advancing or derailing legislation that would establish a self-regulatory organization to oversee RIAs.
June 7 -
Wells Fargo has snapped up new advisor hires with more than $1.99 billion in assets under management in its Private Client Group, bank branch-based Wealth Brokerage Services and independent Financial Network in the past several weeks.
June 7 -
On June 7, 2012, Apple is creating a lot of buzz in the retirement and exchange-traded product space and not because of a new product launch.
June 7 -
This week, IRA expert Ed Slott answers questions about the tax implications of inherited IRAs.
June 7
Ed Slott & Co. -
Scott & Stringfellow named Bryan Cram president of its private client group. Cram he plans both internal and external expansion of the retail business.
June 7 -
On June 7, 2012, Denver-based Curian Capital, LLC added of four new executives to the product development and asset management teams.
June 7


