The move marks the firm's second expansion in New York, and signals its emergence as a significant force in the country's largest and wealthiest city. In May 2011, Fieldpoint Private announced its acquisition of Analytic Asset Management, a Manh
The new release features enhanced business process management workflows, wealth monitoring and management dashboards, and complete integration to the FDx Connect model exchange hub for seamless access to research and third-party money managers.
Envestnet's Liquid Alternatives Program is designed to help advisors identify high-performing liquid alternative strategies, including exchange-traded funds (ETFs), while providing guidance in utilizing these portfolios.
The company plans to give investors more details this week, said the people, who asked not to be identified.
Bob English, an independent trader and contributing editor to the blog, Economic Policy Journal, published a post this morning that raises serious questions about the Securities and Exchange Commission’s program of regulation for broker/dealers and,
The new fund will be offered both as a stand-alone member of the John Hancock family of retail funds, and will also be a component of the John Hancock Alternative Asset Allocation (JAAAX) fund as well as several of the John Hancock Lifestyle funds.
Focused on delivering current income and dividend growth through investments in high-quality companies, the Fund invests at least 80% of the value of its net assets in a diversified portfolio of equity securities.
Although Anschutz received about $374 million, he argued they were pending deals not final sales. That meant tax deferral was appropriate, he argued.
Founded by Gregg Fortune, CFP(R), CFS, AEP, The Professional Advisor Group is an independent wealth management firm that forms strategic alliances with CPAs, attorneys, and other professionals to provide its clients with comprehensive life services. Their
The copper coin, minted in the first year the US produced its own coins, sold at the Florida United Numismatists coin show and annual convention.
As we embark on the year ahead, there are a number of hurdles still to overcome. Most notable is the euro-zone debt crisis which, though off the front page for the time being, remains largely unresolved. However, with economic data in the US and emergin
The poll, of nearly 100 individuals representing individuals or families with more than $5 million of investable assets, was carried out by independent research firm Phoenix Capital Research.
The UBS Next Generation Internet Index (the "Index") is intended to measure, on a total-return basis, the performance of a subset of Internet-related companies listed on the NYSE or NASDAQ that satisfy specified market capitalization and other e
Even if policy makers in Europe solve the debt crisis swiftly and their U.S. counterparts come to agreement on how to handle this country's own debt woes, Wall Street expects markets will continue to gyrate unpredictably. After the last few years, ma