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The ICI has a new director of Financial Services Policy.
June 3 -
OppenheimerFunds has promoted Art Steinmetz to president. He is currently executive vice president and chief investment officer, where he oversees all equity, fixed income and alternative investment capabilities including investment strategy, strategic planning and personnel.
June 3 -
New York Citys $140 billion retirement system pays Wall Street money managers about $360 million a year, the only one of the 11 biggest U.S. public-worker pensions that refuses to manage any assets internally.
June 3 -
Two of Vanguard largest funds: Vanguard Total International Stock Index Fund (VGTSX) and Vanguard Total Stock Market Index Fund (VTSMX) representing $343 billion in aggregate assets will begin tracking indexes of FTSE and the University of Chicagos Center for Research in Security Prices (CRSP) on June 3.
June 3 -
So called value-add programs and tools from vendors are getting the attention of financial advisors and influencing their behavior, according to a new study, but still leave much to be desired.
June 3 -
Henderson Global Investors' foray into the US market began at an inopportune time: It launched its first three funds on August 31, 2001, days before the September 11 attacks.
June 3 -
Issuance numbers for long-term municipal bonds in May continued to underwhelm market expectations, decreasing 28% for the month.
June 3 -
Four iShares exchange-traded funds have new CUSIP numbers for operational reasons, according to BlackRock.
June 3 -
Rye, NY-based Teton Advisors has launched the TETON Westwood Mid-Cap Equity Fund (WMCEX) to bet on undervalued companies with market capitalizations between $1 billion to $20 billion.
June 3 -
An investment can have many good entry points but just one good exit. You don't want to leave a party early, but you also don't want to overstay your welcome.
June 1 -
Higher capital gains and portability call for new strategies for trust assets.
June 1 -
Energy master limited partnerships produce somewhat predictable cash flows in up and down markets.
June 1 -
Beyond Iran's nuclear ambitions, there are reasons a brighter energy world may be on the horizon.
June 1 -
Tash Elwyn, president of the Private Client Group at Raymond James & Associates discusses his 19 years in the securities business.
June 1 -
Planner sentiment climbs to a new high as clients stress optimism.
June 1 -
The strategy is not new - but the extent to which we use outside expertise is unusual.
June 1 -
The CEO of United Capital plans a nationwide network of planners with a consistent look and feel.
June 1 -
The managers of the Brandywine Global Opportunities Bond Fund deal with low U.S. yields by looking all over the world.
June 1 -
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The annual FP50 finds growth moderating, as well as firms strategizing to retain and build market share
June 1
