01/11/2012

US wealth advisory group expands in New York

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

01/11/2012

FolioDynamix continues innovation in wealth mgmt technology

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.

01/11/2012

Envestnet adds to its liquid alternatives program

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.

01/10/2012

The Neverending MF Global Story: Regulators Block The Truth

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,

01/10/2012

John Hancock launches new fund

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.

01/10/2012

Brown Advisory launches new equity income fund

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.

01/09/2012

When Billionaire Tax Deals Go Bad

Although Anschutz received about $374 million, he argued they were pending deals not final sales. That meant tax deferral was appropriate, he argued.

01/09/2012

Cedar Brook Financial announces major expansion

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

01/08/2012

New year, new hope, old problems - Coutts & Co

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

01/06/2012

Banks brace for backlash as bonus season arrives

But announcements of more than 125,000 job cuts last year mean bankers will find it harder to use their traditional excuse that they need to pay out big bonuses to retain top talent.

01/04/2012

Ariel launches first international fund

Based in New York, Bhansali joined Ariel last October as chief investment officer of international equities. She reports to Ariel founder and Chief Executive John Rogers.

01/04/2012

A Fresh Look at Risk and How It Matters to Advisors, Clients

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