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| South Carolina Selects Columbia Management for College Savings Plan MarketWatch (press release) Columbia Management has been the investment manager and distributor of South Carolina's advisor-sold and direct-sold college saving plans since 2001. The new contract extends the partnership into 2017. Under the new contract, Columbia Management ... See all stories on this topic » | ||
| The pitfalls of auto-enrolment FT Adviser This, of course, means that they may have less to invest elsewhere. That is why investment advisers should be braced for a potential fall in monies invested. This will depend hugely on your clients' profile. It is pretty safe to assume that many typical IFA clients ... See all stories on this topic » | ||
| Most investment advisers see further interest rate cut this year Globes 77% of Israel's investment advisers believe that the Bank of Israel will cut its key interest rate again by the end of the year, according to a survey by "Globes" and Harel Insurance Investments and Financial Services Ltd. (TASE: HARL). 16% of the respondents ... See all stories on this topic » | ||
| Accountants could be allowed to refer business to 'restricted' advisers Citywire.co.uk Iain Coke, head of the ICAEW's financial services faculty, said referrals to investment advisers that are deemed restricted under Financial Services Authority (FSA) rules could be allowed on a case-by-case basis, as long as the adviser can substantially cover ... See all stories on this topic » | ||
| Financial Advisors Favor "Non Traditional" Income Generating Investments ... DigitalJournal.com (press release) NEW YORK, July 23, 2012 /PRNewswire/ -- Financial advisors are increasingly likely to recommend less traditional income-producing assets given the current low yield environment. Favored products include emerging market bond funds and dividend-paying ... See all stories on this topic » | ||
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| CONCERT Wealth Management Selects CAIS Alternatives Platform DigitalJournal.com (press release) CONCERT, a California-based RIA that offers integrated financial planning-based investment solutions for high net worth individuals and families, will integrate the CAIS platform providing their advisors with a robust solution for alternative investments. See all stories on this topic » | ||
| Crorepati key: more than maths, it's about attitude Hindustan Times Investors love the idea of a small investment growing to Rs. 1 crore. But there's a lot more to it than just the arithmetic. For at least a decade now, investment advisers have been grappling with the one crore problem. The one crore problem most often manifests ... See all stories on this topic » | ||
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| Mandates of the Week: China's Social Security Fund, Now Pensions, BNY Mellon Financial News (subscription) Also in UK pensions, the £2bn fund for British American Tobacco has hired consultants Lane Clark & Peacock as investment advisers to the fund. According to industry data source Pension Funds & Their Advisors, the BAT fund previously employed Mercer in ... See all stories on this topic » | ||
| Pensions Advisory Service warns over unsuitable Sipp advice Citywire.co.uk The Pensions Advisory Service (TPAS) has urged clients to demand a review of their financial advice if their Sipp investment has failed. In its annual report consumer pensions helpline TPAS said it had received a number of queries from consumers whose ... See all stories on this topic » | ||
| CNOOC offers goodies to pass foreign investment review Globe and Mail Combined, the two firms had a raft of advisers to cook up their foreign investment strategy. BMO Nesbitt Burns and Citigroup advised CNOOC on financial matters, while Stikeman Elliott and Davis Polk & Wardwelll offered legal advice. Goldman Sachs and ... See all stories on this topic » | ||
| China Central Bank Adviser Forecasts Growth Slowdown to 7.4% Bloomberg Song Guoqing, an academic member of the People's Bank of China monetary policy committee, also warned that a decline in producer prices in tandem with consumer inflation may hurt investment returns of industrial companies, damping their desire to ... See all stories on this topic » | ||
| D. Ellen Shuman, A Highly Regarded Investment Management Professional ... DigitalJournal.com (press release) Ms. Shuman's experience in investment management further expands the strengths of Corsair's Advisory Board, which includes valuable expertise in financial services, regulatory and government, and international business and global affairs. Ms. Shuman ... See all stories on this topic » | ||
| TPAS questions quality of SIPP advice ifaonline.co.uk The Pensions Advisory Service (TPAS) has questioned the veracity of some financial advice on self-invested personal pension (SIPP) investments after an increase in calls to its helpline on the issue. TPAS, a voluntary organisation staffed by pension ... See all stories on this topic » | ||
| Samsung and Apple Global Patent Fight Moves to Australia Trial Bloomberg July 20 (Bloomberg) -- Robert Luna, chief investment officer at SureVest Capital Management Inc., and Rex Macey, CIO of Wilmington Trust Investment Advisors, talk about investment opportunities in the technology industry. They speak with Adam Johnson ... See all stories on this topic » | ||
| Intrepid Investment Bankers LLC Advises Shercon, Inc. in its Sale to Protective ... PR Newswire (press release) Intrepid Investment Bankers LLC, based in Los Angeles, California, is a mergers and acquisitions and corporate finance advisory firm focused on the middle-market. Intrepid was founded in 2010 by the former principals of Barrington Associates, a firm that ... See all stories on this topic » | ||
| Skandia: lifetime allowance penalises savers and investment performance Citywire.co.uk Bamford: FSA has 'dangerously' underestimated FSCS Cru bill · Advisers hit by AXA Elevate trail blunder · Friends capital concerns force Resolution to shelve £250m ... It said many people saving modest amounts over 40 years could breach the cap before retirement if they follow the typical practice of raising contributions and aiming for strong investment growth throughout their lifetime. Adding the effect of inflation to the picture, and with no current plans to review the level of the cap, Skandia said the government ... See all stories on this topic » | ||
| Re-engage clients with intelligent investing, says Russell Money Management He said financial advisers needed to foster intelligent investing among retail clients, based on the objectives discussed in the discovery meeting. "No one really asks if I'm on track to the actual outcomes that I discussed with you in my discovery meeting and ... See all stories on this topic » | ||
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| TCS Financial Services, Inc. Announces Purchase of New Office Space DigitalJournal.com (press release) TCS Financial Services, Inc., (http://www.tcsfinancial.com) an independent wealth management firm providing investment advisor and financial planning services, has announced the purchase of office space and the relocation of the corporation to the ... See all stories on this topic » | ||
| John Hancock Funds Launches Program To Help Retirement Plan Advisers ... Sacramento Bee "New Department of Labor regulations this year require retirement plan service providers to reveal investment expenses and fees to plan sponsors. The right adviser can help monitor and review fees to ensure compliance," noted Gene Huxhold, Senior ... See all stories on this topic » | ||
| BlackRock to Glenmede Seeking Safety in Corporate Bonds Bloomberg ... U.K. to China to ease monetary policies causing government bond yields to drop, "bond investors need to venture further out on the risk spectrum" to generate returns, Gene Tannuzzo, a money manager at Columbia Management Investment Advisers LLC, ... See all stories on this topic » | ||
| Hatteras Funds Announces Five-City "Meet The Managers" Forum DigitalJournal.com (press release) RALEIGH, N.C., July 23, 2012 /PRNewswire/ -- Hatteras Funds ("Hatteras"), a boutique alternative investment specialist providing unique alternative investment solutions for financial advisors and their clients, will host a series of forums across the U.S. for ... See all stories on this topic » |
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| Things Aesop teaches about investing – North Bay Business Journal ... By Business Journal Guest Submisssion As financial planners and investment advisers, we study market trends and research, and are privy to the predictions and analyses of various pundits and experts. Ironically, some of the wisest investment advice comes from a man who had no ... North Bay Business Journal |
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| Provisions Applicable to All Advisers Section 206, Investment ... Applicable to all investment advisers, whether or not registered or required to ... employees of the investment adviser, or the nature of the advisory services being ... www.pbi.org/resources/extras/pli...pli.../1130_Gordon.pdf | ||
| Investment Management Legal and Regulatory Update - July 2012 ... Investment Adviser Oversight ... The complaint notes that "investment companies and their advisers already are among the most highly regulated entities in the ... www.gklaw.com/news.cfm?action=pub_detail...id=1207 | ||
| 861-3798 Israeli Stocks React to Eur - Israel Investment Advisors Israel Investment Advisors, LLC. 1670 Broadway, Suite 3000. Denver, Colorado 80202. (303) 861-3798. Israeli Stocks React to European Debt Crisis. Brian J. www.israelinvestmentadvisors.com/.../Q3-2011-Israeli-Stocks-... |
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