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.
Top Portfolio Products: Salient Launches Pure Trend Fund
Other new products introduced over the last week include a new ETF from Global X and Total Income+ Real Estate Fund from Bluerock.
Top Portfolio Products: Schwab Debuts Zero-Commission ETF Platform
In other portfolio news, LPL's Fortigent and Central Park Group join forces to offer more access to hedge funds, private equity, real estate and funds of funds.
Top Portfolio Products: Fidelity to Disclose Additional Money-Market Fund Data
Portfolio-related developments over the last week include the closure of Fidelity’s Small Cap Discovery Fund to new investors and an advisor change by Vanguard on its International Value Fund.
New Hire Roundup: LPL Financial Welcomes Lochan
This week in new hires, Brendt Stallings and Husam Nazer joined DoubleLine, the MSRB board announced that it is looking for a few good applicants, and Citi named two new co-presidents.
Top Portfolio Products: New Emerging Markets Equity Fund From Calvert
Aberdeen launches emerging markets debt fund, as Schwab rolls out mobile offering.
Why I’m Happy With My Custodian
My positive experiences with TradePMR may give you ideas on what you should look for in a custodian.
Top Portfolio Products: LPL Adds New Offerings to Wealth Platform
MFS rolls out equity income fund and more product-related developments.
SEC, FINRA, DOL Enforcement Roundup: 8 Charged for Insider Trading on Pharma Deal
Among the recent actions taken by the regulators were a settlement of $1.27 million to be paid by an advisory firm to 13 pension plans and charges in an insider trading ring.
New Hire Roundup: Tiger 21 Names Garella San Francisco Chairwoman
This week in new hires, Tiger 21 named Julie Garella chairwoman of its San Francisco group, Eagle Asset Management brought in four new portfolio managers in Vermont, and Steven Young went to Citi Private Bank.