Subject Root Tag

Eleven-year veteran with the company begins new appointment immediately.

Sica goes independent, executive changes at Citi and Hartford plus more of this week's personnel moves.

Although women controlled approximately 27%, or $20.2 trillion, of the world’s wealth in 2009, over half of women feel wealth managers could be better meeting their financial needs, according to a Boston Consulting Group global study released on Thursday.

Net inflows into exchange-traded funds in the first half of 2010 beat inflows into ETFs in the previous year, according to State Street Global Advisors, the investment management business of State Street Corporation.

Tim Sheridan makes the move to serve as a complex manager.

Fidelity sees increase in “breakaway” teams going independent; others maintain that wirehouse channel is the place to be.

Investors increasingly opt in to automatic investment accounts like target-date funds.

House Ways and Means Committee chairman Sander Levin Wednesday introduced a new bill that enables Congress to make another attempt at extending several bond provisions slated to expire at the end of the year, including Build America Bonds.

Dr. W. Van Harlow has been named director for Investment Retirement Solutions at Putnam Investments where he will focus on the development of asset allocation tools and planning methodologies used by financial advisors, consultants and plan sponsors in the retirement and institutional markets, the firm announced today.

Rockefeller Financial, a wealth and investment management services firm, has named Reuben Jeffery III as its new CEO, this according to an announcement yesterday.

State Street Global Markets Wednesday unveiled seven new indexes designed to help institutional investors map out hidden market opportunities.

After nearly a month of delays, the Senate was expected to pass a bill late Wednesday that would create a $30 billion small-business lending fund.

Too few women have a detailed financial plan in place, according to a Prudential Financial study, something that can impact their financial security in the long run.

NEW YORK—State Street Global Markets Wednesday unveiled seven new indexes designed to help institutional investors map out hidden market opportunities.

Michael Lynch, head of execution services for the Americas at Bank of America Merrill Lynch, spoke about some of the issues concerning the markets and investors, as well as the future of electronic trading.

Advisors gather at Boston University to trade ideas on how to build a better practice.

Despite efforts by most financial services companies to get investors to use more online tools for financial planning, most affluent individuals still prefer to work one-on-one with a trusted advisor.

Buoyed by the strength of the long-term municipal market over the past 18 months, mutual fund assets have climbed to record levels, and portfolio managers have had little need to make major changes to their current investment strategies.

The Securities and Exchange Commission has begun to seek comment on the fiduciary standard of care that broker-dealers and investment advisers are to provide customers in giving advice about investing in securities.

Over the past three months, BNY Mellon Asset Management has lost two executives to outside opportunities. The most recent departure is its Co-Interim Head Jon Little.