Top 10 Fund Families Recommended by Advisors: 2013
In a Phoenix Marketing survey, RIAs, IBDs and other groups of advisors rank the top fund families they are most likely to recommend to clients.
10 Best Finance Tweets of the Month: November
JPMorgan brings on the Snarkpocalypse with huge PR blunder, Twitter goes public and PIMCO's Bill Gross talks horses.
What Makes Customers Buy Bank Products?
Banks are missing opportunities to deepen customer relationships, and are ceding new product sales to competitors, according to Bain & Co.
New Hire Roundup: Marvin Davis Goes to Edelman Financial Services
Also this week, Michele Buck was elected to the board at New York Life, and Lisa Parry Howard and Kathleen Parsons joined New York Private Trust Co.
JPMorgan Reports First Loss Under Dimon; Analysts Say Not to Fear
Legal expenses exploded during the third quarter, but Street analysts remain bullish.
JPMorgan Hit With $80M Fine Over Illegal Credit Card Practices
Together with the $920 million JPMorgan Chase agreed to pay over the London Whale case, Thursday was an expensive day for the megabank.
JPMorgan to Pay $920 Million Penalty for London Whale Losses
JPMorgan Chase has agreed to pay $920 million to settle charges brought in a coordinated global settlement.
SEC Enforcement: Scheme Loots IRAs to Fund Bounty Hunter TV Show, Bridal Shop
The SEC halted a Ponzi scheme targeting IRA funds, issued a stop order against the IPO of an L.A. company and reported an arrest in Spain in the "London Whale" case.
New Hire Roundup: Dana McLaughlin Joins Beirne Wealth Consulting
This week in new hires, CLA Wealth Advisors added George Hostal, and Hartford Funds brought in Shaun McDonald and Dylan White.
Morgan Stanley Adds 9 Reps From Rivals
The new advisors bring about $10 million in yearly fees and commission, as well as more than $1.8 billion in total client assets.