Fund Firms Ease Restrictions on Website Access
Mutual fund firms are offering more open access to their websites, a report by Corporate Insight found.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.
BD Stocks Blowing Away Indexes
The Dow Jones Industrial Average and the Standard & Poor's 500 indexes rose roughly 12%, excluding reinvested dividends, in the first half of 2013. Many broker-dealers fared even better.
New Hire Roundup: Ex-NFL Quarterback Joins Lourd Capital Management
This week in new hires, Lourd Capital Management welcomed former NFL quarterback Cade McNown as vice president, and Christine Walker went to Drexel Morgan Capital Advisers.
New Hire Roundup: Carol Yochem Joins TD Wealth
This week in new hires, Carol Yochem joined TD Wealth, and Karen McNeill was appointed head of family history for U.S. Bank’s Ascent Private Capital Management.
Added-Value Programs Leave Advisors Wanting
Financial advisors do value financial firms’ value-added programs—they just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.
How to Talk Risk Without Scaring Your Clients
“We’re persuaders, it’s what we do," Scott West of Invesco PowerShares said, "and persuasion is nothing more than the transfer of confidence.” He gave three steps to prevent clients from fleeing.
Top Portfolio Products: Invesco Announces ‘Age of Income’ Focus
New products introduced over the last week include two new leveraged ETFs from Direxion.
CIBC Buys Atlantic Trust Private Wealth Management
CIBC said it would acquire Atlantic Trust for $210 million in an all-cash deal.
Top 25 Finance Company 401(k) Plans: BrightScope
To judge by the 401(k) plans that finance companies offer their employees, they’re doing a good job of doing unto themselves as they would have others do.