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Ernst & Young LLP has appointed Julie Canty and Carlos A. Schmidt as partners in the firms Asset Management Tax practice.
July 12 -
Charles Schwab Investment Management, Inc. has launched the Laudus Mondrian Global Fixed Income Fund (LMGDX) to bet on developed, U.S., and emerging market bond markets.
July 12 -
Janus Capital Group Inc. has made two institutional appointments in an effort to grow its institutional client and consultant relationships in the U.S.
July 12 -
Fund managers and financial advisors are looking to the cloud to reduce costs, enhance performance, and improve accessibility.
July 12 -
For the week ended July 3, investors steered an estimated $1.68 billion into long-term mutual funds, about half the amount they invested a week earlier, according to the Investment Company Institute.
July 11 -
Hatteras Funds this week launched a new variable trust fund, the Hatteras Alpha Hedged Strategies Variable Fund, which made its debut on the flat-fee variable annuity platform of Jefferson National last month and will bet on multiple hedge fund managers.
July 11 -
US ETF assets totaled $1.16 trillion as of June 30 up 11.3% year-to-date, according to State Street Global Advisors ETF Snapshot.
July 11 -
Charles Schwab Investment Management, Inc. has launched the Laudus Mondrian Global Fixed Income Fund (LMGDX) to bet on developed, U.S., and emerging market bond markets.
July 11 -
J.P. Morgan Asset Management has filed paperwork with the Securities and Exchange Commission to launch the JPMorgan Commodities Strategy Fund.
July 11 -
One of the things Sean Healey missed most when he left Goldman Sachs Group Inc. in 1995 was his business card. Flashing it was a surefire way to convince people of his credentials.
July 11 -
Advisors are looking to adopt alternative investments in their portfolios but are leaning on guided strategies from fund firms to do so, according to a new survey by Jackson National Life Insurance Company.
July 11 -
Alternative mutual fund shop Hatteras Funds has launched a new variable trust fund, the Hatteras Alpha Hedged Strategies Variable Fund, which will bet on multiple hedge fund managers.
July 11 -
It's 7 a.m. and a slew of reports await you.
July 11 -
Socially responsible investment shop Calvert Investments has named Lynne Ford to the newly created position of Head of Distribution.
July 10 -
Alternative mutual fund shop Hatteras Funds has launched a new variable trust fund, the Hatteras Alpha Hedged Strategies Variable Fund, which will bet on multiple hedge fund managers.
July 10 -
The global market for fixed income exchange traded funds will likely grow to more than $2 trillion in assets over the next decade, compared with $302 billion today, according to a new report by iShares.
July 10 -
Great Falls, M.T.-based Davidson Investment Advisors has launched its second mutual fund, dubbed the Davidson Small/Mid Equity Fund, to complement its maiden offering, the Davidson Multi-Cap Equity Fund.
July 10 -
MFS Investment Management has unveiled a new branding campaign to emphasize its international initiatives to its increasingly diverse client base.
July 10 -
AdvisorShares is teaming up to with Your Source Financial, a Phoenix, AZ-based investment advisor, to launch the Global Alpha & Beta ETF (RRGR) on July 11. Roger Nusbaum, chief investment officer of Your Source Financial, will serve as the portfolio manager of RRGR.
July 10 -
On July 10, 2012, The 32-year wait for a comprehensive record-keeping system to monitor trading across U.S. equity and options markets is approaching conclusion.
July 10

