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Total assets under management for target maturity funds reached a record high in the first quarter of 2012, or $429 billion, according to a Morningstar report.
April 26 -
TAMRO Capital has launched the TAMRO Small Cap Collective Fund, which is sponsored by Global Trust Company and available to ERISA-only clients
April 26 -
Investors have now yanked almost $30 billion this year from mutual funds that invest in U.S. stocks, according to the Investment Company Institute. And $500 billion since the start of 2007.
April 26 -
Is the brokerage industry really the safer advisory alternative for consumers? Bob Veres is dubious.
April 25
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Investors love owning stocks that consistently dole out ever-increasing dividends to shareholders. But which stocks are best for your clients?
April 25 -
Here are 10 stocks that are on track to deliver the largest dividends to investors in 2012.
April 25 -
I think this would absolutely impact all of our small business owners, said Karen Nystrom, manager of public policy and advocacy with NAPFA. We agree that more oversight is needed but where we differ is the most cost effective way to get there.
April 25 -
The Investment Adviser Oversight Act of 2012 is meant to address what proponents say is a serious gap in investor protection. Sure enough, industry groups from all side are weighing in on whether the idea will help or hinder the profession.
April 25 -
The Dow Jones Industrial Average moved up 89.16 points to close at 13,090.72 Wednesday after the Federal Reserve decided to keep interest rates unchanged near zero until at least late 2014. Apples strong quarterly profits helped lift techs as the Nasdaq vaulted up 68.03 points to end at 3,029.63.
April 25 -
On April 25, 2012, TAMRO Capital launched the TAMRO Small Cap Collective Fund, which is sponsored by Global Trust Company and available to ERISA-only clients
April 25 -
When the Women Advisors Forum conference kicks off in New York Thursday, it will feature a popular panel featuring four female financial advisors who have risen through the ranks, gathered substantial assets and learned key lessons along the way.
April 25 -
On April 25, 2012, MLP investment manager Yorkville ETF Advisors has filed with the SEC two launch two more ETFs targeting master limited partnership (MLPs) investments.
April 25 -
On April 25, 2012, Morningstar reported that target maturity funds reached $429 billion in AUM.
April 25 -
Bank of America, Wells Fargo, JPMorgan Chase and BB&T will still be standing a decade from now, BB&T CEO Kelly King says. His list omits a number of other prominent players, including Citigroup.
April 25 -
Making good on its promise to bulk up in asset management, City National Bank in Los Angeles announced Wednesday that it is buying Rochdale Investment Management in New York and combining it with its asset management subsidiary.
April 25 - PH
When Savant Capital Management, a $2.2 billion registered investment advisory firm, and The Monitor Group, a $500 million RIA, announced earlier this week that they were planning to merge, many industry pundits were left scratching their heads. Why were two reasonably successful RIAs merging?
April 25 -
In a move expected to draw the ire of some advisors, House Financial Services Committee Chairman Spencer Bachus (R-Ala) introduced legislation in the house Wednesday that could clear the way for FINRA to become the self-regulatory organization for retail investment advisors.
April 25 -
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On April 24, Wells Fargo Advisor's chief executive shared some of his thoughts on the problems plaguing the financial services space,
April 25 -
On April 25, 2012, Market Vectors new ETF tracks companies with unbeatable 20-year advantages, called moats.
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