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Munder Capital Management announced yesterday that it plans to complete its acquisition of Integrity Asset Management (IAM), a Louisville, Ky.-based firm focused on the advisement of institutional assets, by the end of the calendar year.
December 2 -
An Aite Group study shows BofA Merrill Lynch is actively finding fixes to issues with its split-level brokerage model.
December 2 -
The average 401(k) participant needs to work until age 73 to be able to afford retirement, according to an analysis of 10,000 accounts by employee benefits consulting firm Nyhart.
December 2 -
According to the Women at the Top Study, women hold 91 out of 523, or 17.4%, of positions at the top 50 banks in the nation, and only eight women hold C-level positions (three are chief operating officers, four are chief financial officers and one is a chief administrative officer).
December 2 -
Charles Schwab Corp. announced Wednesday evening that it named Marie A. Chandoha president and chief executive officer of Charles Schwab Investment Management Inc., which is the investment advisor to Schwab and Laudus Funds.
December 2 -
American Funds insists they were years in the making. Others see them as a tactic to stem outflows.
December 2 -
As the economy and client demand recover, broker-dealers aim to sign up new advisors
December 2 -
Broadridge Financial Solutions said it acquired Forefield, Inc., in an effort to expand its business in electronic communications with investors.
December 2 -
ONeill began his Wall Street career at L.F. Rothschild & Co. in 1972. At Rothschild, he worked with financial institutions in the firms bank service group. By 1984, he was appointed managing director of the group which then had 55 dealmakers.
December 2 -
In a sign that the banking business is bouncing off the bottom of the economic trough, the Federal Deposit Insurance Corp. is ready to start insuring new charters.
December 2 -
For the first time since significant mortgage servicing problems came to light, federal regulators called on Congress Wednesday to establish national standards for the foreclosure process.
December 2 -
Charles Schwab Corp. announced Wednesday evening that it named Marie A. Chandoha president and chief executive officer of Charles Schwab Investment Management Inc.
December 1 -
Registered investment advisors became slightly more optimistic about the economy in November, as measured by Rydex/SGI’s Advsor Confidence Index.
December 1 -
It may be too late to capture the sector's rebound, but these real estate vehicles still offer an uncorrelated combination of income and appreciation.
December 1 -
Northern Trust bought Waterline Partners LLC, a Los Angeles investment advisory firm serving affluent individuals and families.The price of the deal, which closed Wednesday, was not disclosed.
December 1 -
The Securities and Exchange Commission has set the timetable and ground rules for when and how some mid-sized investment advisors can deregister with the federal regulatory agency and be overseen by state regulators.
December 1 -
Some mutual fund industry analysts are questioning the timing of three new bond funds from American Funds, the Los Angeles Times reports.
December 1 -
Most variable annuity buyers pay extra for guaranteed living benefit riders despite weaker features and higher costs.
December 1 -
The Chicago-based financial services company bought Waterline Partners LLC, a Los Angeles investment advisory firm serving affluent individuals and families.
December 1 -
In the end, solutions must be broadly equitable in the broadest sense.
December 1







