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New practice management tool leads list of initiatives.
February 8 -
Bill Gross, a perennial critic of Fannie Mae and Freddie Mac, also created a windfall profit when he bet against the semi-government mortgage giants.
February 8 -
The San Antonio registered investment advisor plans to continue developing its own mutual funds, but will consider acquiring to enter the ETF space.
February 5 -
Viewing performance over a more natural investment cycle.
February 5 -
More than half of CPA financial planners say their wealthy clients are not confident in the stock market, according to a survey.
February 5 -
Investors placed $8.86 billion into long-term stock and bond funds in the week ended Jan. 27, bringing the past 46 weeks of back-to-back inflows to a total of $463 billion, the Investment Company Institute said.
February 5 -
Americans are hopeful that the environment will help rescue the struggling economy, according to a survey of 1,000 adults by Allianz Global Investors.
February 5 -
This year, managers will have to work harder to prove their value, one executive said.
February 4 -
Consumer confidence dropped 32.4% in February from a month earlier, according to the RBC Consumer Attitudes and Spending by Household Index.
February 4 -
Speaking at the National Institute on Retirement Security in Washington, Putnam President and Chief Executive Officer Robert L. Reynolds urged Congress and the Obama administration to strengthen all of Americas retirement savings systems, public and private.
February 4 -
Swiss bank launched 49 ETFs in Europe last year
February 4 -
The Boston-based fund company announced Tuesday that it planned to cut commissions to $7.95 per trade as of March 15.
February 3 -
BlackRock Inc.'s iShares has registered nine additional country-specific exchange-traded funds with the Securities and Exchange Commission.
February 3 -
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Bernie Clark will run Schwab's advisor services unit and Trish Cox its corporate brokerage services division.
February 2 -
The proposal would automatically deduct up to 3% of an employees salary straight from their paycheck and invest it in Roth IRAs, unless the employee chose to opt out, or chose to invest in a traditional IRA. This plan would be for employees who dont have other types of pensions or retirement savings plans, about 80 million workers in all.
February 2 -
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Ten struggling exchange-traded funds that have attracted less than $18 million, or 3% of WisdomTrees $6 billion in assets under management, will be shut down on March 24.
February 2 -
Based on the strong performance Putnam Investments funds delivered across a wide variety of asset types in 2008, the annual Lipper/Barrons Fund Families Survey has selected Putnam as the No. 1 mutual fund family of 61 offerings.
February 2 -
Financial Network, Primevest and Multi-Financial score key technology and compliance funding in Marron deal.
February 1
