September 25, 2009 For wealth managers who seek exposure to the financial sector outside of the U.S., there is a new ETF that could merit a closer look. It’s based on the Dow Jones Emerging Markets Financial Titans 30 Index. ...
September 11, 2009 Hedge fund managers who want to invest in distressed debt in Asia can get some help in the form of a new “strategic” partnership between two hedge fund service providers. ...
August 26, 2009 A bond research portal is the newest addition to MarketScope Advisor, part of Standard and Poor’s (S&P) Equity Research services....
August 25, 2009 A new fund offered by Van Eck Global gives investors the opportunity to explore one of the world’s youngest and most dynamic economies—Vietnam—by investing in the U.S.-based ETF....
August 20, 2009 (SIFMA) survey projects net treasury issuance to continue to rise in the third quarter of 2009, from second-quarter levels, but it’s not projected to hit a level as high as the $527 billion seen in the third quarter of 2008. ...
August 18, 2009 Vanguard will be adding seven new bond index funds and ETFS to its range of actively managed funds. ...
August 11, 2009 Black Diamond’s performance reporting solution will give wealth managers who are Pershing customers tools to track their clients’ investment portfolios more effectively.
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August 07, 2009 Schwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture....
August 06, 2009 AlphaSimplex Group’s Andrew Lo launches a multi-strategy, absolute-return fund: Natixis ASG Diversifying Strategies Fund (DSFAX)....
August 05, 2009 : Putnam Funds proposes comprehensive changes to performance and management fees, and fund family breakpoints, pending shareholder approval later this year....
August 04, 2009 Commercial real estate market may be indicative of the overall trepidation felt about the economy....
July 24, 2009 Cerulli Associates saysin their Quantitative Update 2009 that the most destructive financial crisis in recent memory erased just under US $ 10 trillion in professionally managed assets in 2008—with most of the deterioration in the final quarter....
July 10, 2009 Standard & Poor’s MarketScope Advisor (MSA), has added a HoldingScan tool and Alerts functionality to its range of services for advisors....
July 10, 2009 MainStay Investments announced that they will acquire four equity mutual funds managed by Epoch Investment Partners Inc., (Epoch)....
July 09, 2009 Hedge funds and “other data-sensitive organizations” can now outsource data services to London and New York-based GlobeOp Financial Services. ...
July 09, 2009 Foundation Source is launching a comprehensive advisory service, and has named the firm’s Chief Philanthropic Officer, Page Snow, president of the new service, Foundation Source Advisors....
July 08, 2009 Now investment advisors can retain control of the asset management function for client’s gifts placed in a donor-advised fund (DAF), until the assets are granted out to charities (which can be years)....
July 08, 2009 Scottrade Advisor Services, for independent RIAs, has enhanced their Web platform and now hosts an online RIA community....
June 09, 2009 Fidelity Investments of Boston and Kohlberg Kravis Roberts & Co. (KKR) in New York have announced an agreement to give Fidelity’s retail and institutional brokerage customers exclusive access to IPOs and follow-on offerings underwritten by KKR...
June 05, 2009 Pershing Managed Account Solutions unit adds new account managers for advisors and streamlines tools for advisors in transition....
May 20, 2009 Thomson Reuters announced today the addition of Lipper fund classification data to InvestmentView, its online wealth management product. ...
May 20, 2009 Ready-to-use tools and templates encompassing five areas of human resources management: setting employee goals and objectives, performance management, career path development, staff motivation and leadership, and firm work environment. ...
May 19, 2009 Many wealth managers know that charitable giving is a priority for wealthy families and incorporate that into their practices. What might come as more of a surprise is that women are driginf the decisions about where and how much to give....
May 07, 2009 Grail Advisors announced May 7 that trading of the new Grail American Beacon Large Cap Value ETF has begun on the New York Stock Exchange under the symbol GVT. ...
March 23, 2009 Vanguard’s new international small-cap index fund—the Vanguard FTSE All-World ex-US Small Cap Index Fund—starts a two-week subscription period ending on or about April 2. ...
March 23, 2009 While some large custodians may be scaling down their custody of alternative investments for their RIA firm clients, National Advisors Trust announced today that they will be expanding their capabilities....
March 23, 2009 Adopting the parlance of mountain climbing, First Affirmative Financial Network will conduct Base Camp SRI—a series of regional conferences aimed at investment advisors and financial planners interested in socially responsible investing. ...
March 18, 2009 Raymond James Financial reaches outside the family for a new CEO....
March 02, 2009 A non-partisan task force composed of financial industry experts and co-chaired by two former SEC chairmen has been assembled to stress the “primacy of investor interest” in the expected regulatory reforms to the U.S. financial markets....
March 02, 2009 Advisors attending TD Ameritrade’s Institutional Partnership Conference in Las Vegas last month got a first look at AdvisorConnect, a new technology that links three leading industry applications and services within a single platform....
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