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Standard Retirement Services is launching two enhanced retirement plan websites to provide advisors, plan sponsors and participants with a "more informative and intuitive online experience."
March 28 -
The iShares MSCI Frontier 100 Index Fund will have regional exposure to countries such as Croatia, Kuwait, Sri Lanka, Ukraine, the United Arab Emirates and Vietnam with sector exposure to energy, financial and telecommunication services companies. The ETF will also bet on futures, options and swap contracts.
March 28 -
Heres an interactive slide show that delves into five of the most common problems and some solutions facing clients who are already retired.
March 28 -
Santa Fe, N.M.-based Teucrium Trading, LLC unveiled the Teucrium Agricultural Fund, which is being touted as the first fund to offer exposure to agricultural commodities in a single fund of exchange-traded funds.
March 28 -
Marketing expert Marie Swift says advisors need to be proactive and creative to keep their reservoirs of new business from drying up.
March 28
Impact Communications -
The worlds largest asset manager with $3.5 trillion under its auspices as of Dec. 31 -- still is the only firm with shares of any sort listed on the rival to the New York Stock Exchange and the Nasdaq Stock Market.
March 28 -
Santa Fe, N.M.-based Teucrium Trading, LLC today unveiled the Teucrium Agricultural Fund, which is being touted as the first fund to offer exposure to agricultural commodities in a single fund of exchange-traded funds.
March 28 -
Legacy expert attorneys Danielle and Andy Mayoras say planners with clients whose families are involved in this type of legal struggle over an elderly parent should keep in mind that there are two sides (at least) to every story, and allegations of a parents care or finances being compromised are not always easy to prove.
March 27
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Financial services firms admitted that they invited negative public perception by their actions, or inactions, according to the 2012 Makovsky Wall Street Reputation Study.
March 27 -
Raymond James Financial Services, Inc. has promoted Jamie Kosharek to southeast regional director for the Financial Institutions Division.
March 27 -
The Dow Jones Industrial Average shed 43.90 points to finish at 13,197.73 Tuesday with most of the losses coming in the last couple hours of trading.
March 27 -
Pentegra Retirement Services has hired Pete Swisher to serve as senior vice president for national sales.
March 27 -
Financial services firms, including mutual fund managers, admitted that they invited negative public perception by their actions, or inactions, according to the 2012 Makovsky Wall Street Reputation Study.
March 27 -
Want to see your revenue leap within 30 days? Focus on the clients who produce most of your revenue. In our upcoming issue of BIC, you can read consultant Todd Colbecks advice on how to segment your book of business to do just that. Meanwhile, here is a high-level overview.
March 27 - PH
A former host of CNBCs On the Money, personal finance journalist Carmen Wong Ulrich has co-founded a new woman-owned Manhattan-based financial planning firm, Alta Wealth Management.
March 27 -
Financial advisors John Waszolek and his son Eric Waszolek have joined Raymond James & Associates from Morgan Stanley Smith Barney, where they managed $200 million in client assets and had more than $800,000 in annual production.
March 27 -
iShares has filed paperwork with the Securities and Exchange Commission to launch a frontier market exchange-traded fund.
March 27 -
Aston Asset Management, LP has promoted Mark Kim to managing director, Southeast Region where he will be responsible for external sales. Kim has been with Aston for seven years.
March 27 -
John Hancock Financial Services has launched a television campaign, titled You Are Not Alone, that Hancocks chief marketing officer, David Longfritz, says taps into the frustrations, as well as the resilience, of American investors now.
March 27 -
Heres an interactive slide show that delves into five of the most common problems and some solutions facing clients who are already retired.
March 27




