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It's accounting specifically purchase accounting, Gerard Cassidy of RBC Capital Markets says in a Q&A. The problem will persist until the economy and the real estate market improve further, he warns.
May 8 -
San Francisco-based Forward Management is once again embarking on an alternative roadshow with a group of alternative mutual funds in hopes of educating advisors on the benefits of alternative investing and, ultimately, winning business.
May 8 -
The Dow Jones Industrial Average shed 29.74 points to finish at 13,008.53 Monday while the Nasdaq and S&P 500 added 1.42 points and 0.48 points, respectively.
May 7 -
Northern Trust has named Daniel F. Lindley managing director of the Global Family & Private Investment Offices Group for Europe, the Middle East and the Asia-Pacific.
May 7 -
The company said that the new hires bring the firms public finance team to 16, up from 12 individuals at the end of last year.
May 7 -
Planners want to use social media, but many remain overwhelmed about where to start and how to succeed. Industry coach Matthew Halloran offers some simple solutions.
May 7
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On May 7, 2012, On the one year anniversary of its inception, the PowerShares S&P 500 Low Volatility Portfolio (SPLV) has grown to $1.5 billion in assets under management, according to Invesco PowerShares Capital Management LLC.
May 7 -
Syntal formally opened on May 4, and includes Chad Clary and Dane Crunk, who had been employed in Merrill Lynchs Private Banking and Investment Group since 2006. Also joining Syntal with the team from Merrill Lynch are Barry Brauchi, Cressinda Hyatt, Clarissa Kuzmich and Raquel Padilla.
May 7 -
On May 7, 2012. Baird unveiled a small cap mutual fund.
May 7 -
On May 7, 2012, Denver-based Janus Capital Group Inc. made two senior-level hires to beef up its client relations team.
May 7 -
The new hire is part of Citi Private Banks commitment to serving the legal market in Chicago
May 7 -
On May 7, 2012, a new survey says investment products are "overly complex," and investors are feeling "overwhelmed" by the slew investment choices available to them.
May 7 -
But despite their understandable fear that rising health care costs will erode their retirement savings, more than a third of high-net-worth folks havent bothered discussed their well-founded concerns with a financial advisor.
May 7 -
Traveil Crowell, who has worked in the financial services industry for seven years, had worked at Chase Investment Services. Before that, he worked at Mills McCaghren & Associates and Ameriprise Financial.
May 7 -
On May 7, 2012, Morgan Stanley announced that it will reorg its Frontier Markets Fund into an open-end offering.
May 7 -
Marketing expert Marie Swift says social media sites are one of the best places to build and maintain strong relationships with clients and prospective clients. Here are some tips and advice from the recent Women Advisors Forum in New York to build your brand online.
May 7
Impact Communications -
The big guns are now squaring off in one of the tiniest slices of the fund business.
May 7 -
The new platform, introduced by Beverly Hills Wealth Management, enables RIAs and advisors to streamline access and usage of cloud-based service applications and IT security
May 7 -
Launched in October, Ceteras Mutual Funds/Exchange Traded Funds Advisory program allows advisors to assemble portfolios of investments from three diverse strategists in a single customer account.
May 7 -
BX Options will provide an inexpensive and easy connection for retail customers wanting to trade in options at high speed. Nasdaq already operates two high-speed options exchanges, Nasdaq OMX PHLX and Nasdaq Options Market.
May 7
