Turnkey Asset Management
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Research Affiliates, WisdomTree Settle Dispute
By Janet LevauxResearch Affiliates and WisdomTree Investments said they recently reached a settlement regarding patent infringements and that Research Affiliates will pay WisdomTree $700,000 and withdraw its lawsuit.
December 04, 2012
Morgan Stanley Nabs $5.5 Million Producers From Merrill, BarclaysThe eight financial advisors also have nearly $780 million in combined client assets
November 30, 2012
Is Comprehensive Advice in 401(k) Plans Really So Hard?Offering individualized advice in a 401(k) planone tough nut to crack.
November 21, 2012
Q3’12 EarningsBank of America had net income of $340 million, or $0.00 per share, in the third quarter, compared to $6.2 billion, or $0.56 per share, in the year-ago quarter.
November 21, 2012
Raymond James Posts Mixed October Results; Keegan Deal Hikes ProductionFees and commissions drop slightly in October from the prior month, but rise year over year thanks to the Morgan Keegan deal and other factors
November 19, 2012
Capital Innovations’ ‘Wonderfully Boring’ StrategyMichael Underhill, who spoke at Schwab Impact in Chicago, tells the stark truth to clients looking for 10% returns, its not the 1990s anymore.
November 12, 2012
M&A Deals in Q3 Slowest for 2012: PershingMergers and acquisitions slowed down in the third quarter after increasing since the last quarter of 2011, Pershing Advisor Solutions announced Nov. 9.
November 08, 2012
Research Affiliates, WisdomTree Settle for $700,000The ETF provider WisdomTree will receive the one-time payment, and the parties pledge not to sue each other for the next eight years over indexes and strategies.