Palmer Square Hires JPMorgan Trading Head, and Founder's Wife, as CIO
By Joyce HansonAngie Knighton Long will join her husband, who's the founder, at the Kansas-based capital management firm.
March 09, 2011
Schwab Publishes ‘Select List’ to Help Investors Pick ETFsSchwab has released a new 'ETF Select List,' designed to help retail investors break through the thicket of ETFs that have sprung up and find suitable low-cost funds.
March 09, 2011
Peter Schiff’s Euro Pacific Capital Moves to National Financial ServicesEuro Pacific Capital recently announced it is leaving Pershing LLC’s platform and will clear and custody its assets with Fidelity-owned National Financial Services, according to CEO Peter Schiff.
March 07, 2011
Over Half of Advisors Are Now Fee-Based: CerulliAdvisors continue marching toward a fee-based business model.
March 07, 2011
Putnam Wealth Management Center Helps Advisors Master Tax LawPutnam Investments has introduced an online resource kit to help advisors and their clients understand key provisions of the sweeping tax law changes now taking effect.
March 07, 2011
Schwab RIA Survey Shows Increasingly Optimistic Advisor OutlookA Schwab survey of RIAs released Monday clearly shows advisors are more optimistic about the economy, said Bernie Clark, head of Schwab Advisor Services.
March 04, 2011
How NAPFA President Susan John Wrote Her New Form ADVAs a service to other advisors, NAPFA President Susan John has given AdvisorOne permission to publish her firm’s complete Form ADV Part 2A brochure.
March 02, 2011
FPA Backs Fiduciary Standard, Reaches Out to FSI MembersThe FPA is sticking by its fiduciary standard of care, says group president Martin Kurtz, and is also looking to re-engage FSI members while searching for ways to help provide education and advice to more Americans.