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The companies, based in Fort Lauderdale and San Francisco respectively, have been fighting an uphill battles against larger competitors. They said in a press release Tuesday that the merger will create a firm, with the scale and resources to provide an alternative for independent investors.
May 15 -
On May 15, 2012, a new Cerulli report says 70% of retail asset managers consider alternative products to be as important as or more important than other initiatives.
May 15 -
On May 15, 2012, Joe Mansueto of Morningstar promoted a former analyst to head the firm's data unit.
May 15 -
On May 15, 2012, UniCredit, the parent company of Pioneer Investments, appointed Sandro Pierri as the new Head of Asset Management.
May 15 -
On May 15, 2012, Nuveen reopened two 4-Star funds to new investors.
May 15 -
On May 15, 2012, Hatteras Funds added Thomas Riegert as an associate, portfolio management.
May 15 -
The tool will help advisors partner with other advisors within the LPL Financial network.
May 15 -
Legacy expert attorneys Danielle and Andy Mayoras say advisors can point to the bigamy scandal surrounding actress Reese Witherspoons family as yet another example of why its so important for clients to have their estate planning and legal affairs in order.
May 15
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Forty-eight percent of respondents reported plans to increase their allocation to commodities in 2012, and 45% of respondents to real estate.
May 15 -
Online marketing can automate sales activities and help make prospects into clients.
May 15 -
In the wake of Fridays announcement of a surprise $2 billion trading loss, JP Morgan Chase Monday said it named Matt Zames its new chief investment officer. Ina Drew will retire.
May 15 -
Putnam Investments has recently named new additions to its external wholesaling team via hires and promotions.
May 15 -
David Perkins, founder of Hatteras Funds, has resumed the role of chief executive following the departure of Brian Jacobs in February. Jacobs is now self employed as a consultant.
May 15 -
Both sides of a bank deal need to meet with their regulators well ahead of announcing it in today's complicated world.
May 15 -
The presumptive Republican nominee has given almost no details about his plan to replace the Dodd-Frank Act.
May 15 -
Efficient and effective mutual fund Board meetings are vital to the success of a mutual fund family, no matter their size and/or complexity.
May 15 -
The Dow Jones Industrial Average fell another 125.25 points to close at 12,695.35 Monday while the Nasdaq and S&P 500 lopped off 31.24 points and 15.04 points, respectively.
May 14 -
On May 14, 2012, Hatteras welcomed in a new CEO.
May 14 -
On May 14, 2012 AllianceBernstein named a new CFO.
May 14 -
Jefferson National has beefed up its Monument Advisor variable annuity with a slew of new alternative investment options.
May 14
