06/22/2016
For investors rethinking their core holdings, these funds aim to enhance diversification that may help achieve superior performance with lower risk over reasonable periods of time.
06/22/2016
Client portfolios are then invested in up to 40 global markets through low-cost exchange traded funds.
06/22/2016
Connecticut Wealth Management's advisors average more than 20 years of experience in the financial services industry, with more than 180 years of combined experience.
06/21/2016
Edelman Financial was founded 30 years ago and manages $16 billion for more than 30,000 clients.1
06/21/2016
He cited his family and new career opportunities as reasons for starting his own company.
06/21/2016
Combined entity expected to be the dominant, global provider of research and consulting services to the investment management sector
06/21/2016
Sciens Capital Management’s Dufresne is gobbling up hedge funds in the wake of market volatility.
06/21/2016
The Fund employs a passive portfolio management strategy based on the Endowment Index.
06/20/2016
Thomson Reuters said to be in advanced talks to purchase Redi
One of the people familiar declined to comment on the value of the deal, and all asked not to be named because the talks are private.
06/20/2016
Morningstar part of the problem as faith ebbs in active managers
A star rating system for funds is in need of further reform as investors question active managers
06/17/2016
Five Dynasty Financial Partners’ Network Advisory Firms Rank Among Financial Times Top 300 RIA Practices
To select the firms for the list, the Financial Times solicited applications from more than 2,000 elite independent RIA firms with $300 million or more in assets.
06/17/2016
Cetera Taps Former eMoney Chief as Board Member
The three new board members were chosen by a steering committee.
06/17/2016
Trump has previously said that hedge fund managers "get away with murder" by paying themselves so much
06/17/2016
Wall Street hedge funds likely to read the small print of Venezuelan’s bond documents
06/16/2016
Meyer’s new firm, Silver Rock Financial LP, registered as an investment adviser with the U.S. Securities and Exchange Commission in March.
06/16/2016
The Russell 2000 is up slightly less than 1 percent for the year to date, compared with a 1.4 percent gain for the S&P 500.
06/15/2016
The AURA fund is expected to comprise 14 investments in properties located in five states and one U.S. territory. Fund investors include an almost even mix of banks and insurance companies, including an Aegon affiliate.
06/14/2016
This is Morgan Stanley’s third office in Miami dedicated to serving the wealth management needs of clients who reside outside the U.S.
06/10/2016
The number of shares expected to be purchased in the tender offer and the purchase price per share referred to above are preliminary and subject to change.
06/09/2016
Trudeau has promised Canada would do more to curb its emissions, and must work with the country's provinces to execute a plan that will make energy extraction a more expensive undertaking.