Google Alert - investment advisers

News30 new results for investment advisers
 
Making the World Safer for the Next Bernie Madoff
City Watch
Bachus and McCarthy say their Investment Adviser Oversight Act of 2012 tightens up ... It's true that the federal oversight of investment advisers is sorely lacking.
See all stories on this topic »
4 arrested in AIJ missing pension scandal
Asahi Shimbun
The suspects are Kazuhiko Asakawa, 60, president of AIJ Investment Advisors Co., Shigeko Takahashi, 53, an AIJ director, Hideaki Nishimura, 56, president of ...
See all stories on this topic »
Japan asset firm chief held in pension scandal
AFP
Tokyo Metropolitan Police said it held Kazuhiko Asakawa, 60, president of AIJ Investment Advisers, and three of his associates on suspicion of swindling 7.0 ...
See all stories on this topic »

AFP
SEC Releases FAQ for new Form PF Requirements
Compliance Week
The SEC has issued a collection of frequently asked questions regarding the new Form PF required of registered investment advisers that manage $150 million ...
See all stories on this topic »
Pay-to-Play: SEC Extends Compliance Deadline for Provisions of ...
JD Supra (press release)
... deadline for portions of rule 206(4)-5 (Rule) under the Investment Advisers Act of1940 (Advisers Act) that would limit an adviser's ability to pay compensation, ...
See all stories on this topic »
Voices: Jeff Call, Collaborating with Accountants
Wall Street Journal (blog)
About four years ago we brought some investment professionals in-house to form our own Registered Investment Advisory firm, BT Wealth Management.
See all stories on this topic »

Wall Street Journal (blog)
Pyxis Capital Names Financial Services Veteran J. Bradley Ross As ...
MarketWatch (press release)
DALLAS, June 19, 2012 /PRNewswire via COMTEX/ -- Pyxis Capital, a registered investment adviser serving financial advisers, institutions, and individual ...
See all stories on this topic »
Alpha Hunters: Investing in Urban Communities
AllAboutAlpha.com (blog)
Canyon Partners and its affiliates, including Canyon Capital Advisors, Canyon Capital Realty Advisors and ICE Canyon, are investment management firms and ...
See all stories on this topic »

AllAboutAlpha.com (blog)
Platforms will not list trusts until demand exists: Aberdeen
FT Adviser
Key platforms will not list investment trusts until there is genuine demand from advisers, warns major trust player.
See all stories on this topic »

FT Adviser
Adviser use by SMSF investors declining: report
InvestorDaily
Self-managed superannuation fund (SMSF) investors prefer to make decisions independently, resulting in a decrease in the use of financial advisers in the ...
See all stories on this topic »
Global Funds Gain After AIJ Rattles Japan's Pensions
Bloomberg
Global hedge funds are adding Japanese assets after local manager AIJ Investment Advisors Co. unnerved the retirement market by seeking to hide $1 billion in ...
See all stories on this topic »
M&G relaunches multi-asset suite as the Episode funds
FT Adviser
Asset management giant to rebrand range and complete offering with Episode Defensive fund launch, as advisers hunt for outsourcing solutions.
See all stories on this topic »

FT Adviser
Analysis: Investors cling to cash to guard against euro fallout
Chicago Tribune
David Kotok, chief investment officer of Cumberland Advisors in Sarasota, Florida, said his firm has a "temporary" cash position. Kotok said the range of cash ...
See all stories on this topic »
SMSFs leaving financial advisers in the cold
Money Management
Investment Trends has conducted its SMSF Report for eight consecutive years, with the number of SMSF trustees using a RG146-compliant adviser falling from a ...
See all stories on this topic »
Future Capital's latest recruit to push transport fuels
FT Adviser
Investment boutique's new addition will be focusing on promoting Future Fuels, which allows UK investors to invest in renewable transport fuels sector.
See all stories on this topic »

FT Adviser
mandg rolls out episode defensive fund
International Adviser
We designed the fund range to give advisers access to the team's asset allocation process, regardless of the investment objectives and risk profile of their client." ...
See all stories on this topic »

International Adviser
BROADSTONE Goes Live With SEI Global Wealth Services
MarketWatch (press release)
BROADSTONE, formerly known as BDO Investment Management, offers pension ... and advisory solutions through one common technology and investment ...
See all stories on this topic »
Russell launches mini iQ platform
Financial Standard
Russell Investments has launched a new online investment account, providing advisers and SMSFs cost-effective access to a range of actively managed, ...
See all stories on this topic »
Are You a Wealth Manager or an Investment Facilitator?
Financial-Planning.com (blog)
Steve Atkinson, The Advisors Coach, says now is the right time to ask ... client experiences that make you a either a wealth manager or an investment facilitator.
See all stories on this topic »
More SMSF trustees go it alone
Financial Standard
Of those trustees in the survey group who currently do use an RG146 compliant adviser, only 25% say they make investment decisions with their financial ...
See all stories on this topic »
Broadstone Pensions & Investments live with SEI wealth ...
Finextra
SEI announced today that Broadstone Pensions & Investments Ltd has gone live ... and companies through highly-qualified advisers in offices across the UK.
See all stories on this topic »
Merk Expands Talent Pool to Cover Wire-Houses
PR Web (press release)
Merk Investments LLC, manager of Merk Funds℠ announced today the ... At Merk, Mr. Machuga will be partnering with wire-house advisers across the United ...
See all stories on this topic »
Skandia International unveils new QROPS strategy
ifaonline.co.uk
Skandia International believes that by working closely together, advisers can be ... International offshore bonds as investments vehicles to house the underlying ...
See all stories on this topic »

ifaonline.co.uk
"Brutal" jobs cuts at RBS spark debate on branch investment.
Finextra
"Brutal" jobs cuts at RBS spark debate on branch investment ... payments to financial advisors in favour of a simpler charging structure with transparent fees.
See all stories on this topic »

Finextra
Banks Roll Out the Green Carpet to Attract High-Income Earners
Wall Street Journal
more in Investing | Find New $LINKTEXTFIND$ » ... more existing clients, some banks are offering incentives to meet with their wealth-management advisers.
See all stories on this topic »

Wall Street Journal
Big Banks Target Wealthiest Customers
Smartmoney.com
... which develops investment-management portfolios for wealth-management ... banks are offering incentives to meet with their wealth-management advisers.
See all stories on this topic »
UK advisers should shift to planning
Financial Standard
He said, "advisers should be encouraged to think about 'personal financial ... discusses current market conditions and the investment strategy used by the fund .
See all stories on this topic »
KKR buys hedge fund provider Prisma Capital
Reuters
Healey and Davies will become senior advisers to KKR. ... even though investments in the hedge fund industry as a whole continue to grow past the $2 trillion ...
See all stories on this topic »
KKR buys hedge fund provider Prisma Capital
Reuters
Healey and Davies will become senior advisers to KKR. ... Assets invested with funds-of-funds managers have fallen in the few last years, even though ...
See all stories on this topic »
Jefferies Beats Estimates as Trading Revenue Increases
Bloomberg
Investment-banking revenue declined 9.6 percent from a year earlier to $297 million as advisory revenue fell to $108.9 million from $144.6 million. Capital ...
See all stories on this topic »

Bloomberg

Blogs1 new result for investment advisers
 
SEC Gives Registered Investment Advisers More Time to Bring ...
By Benjamin P. Keane
For more than two years, this blog has been covering the Securities and Exchange Commission's foray into the world of pay-to-play regulation and the C.
Pay to Play Law Blog

Web6 new results for investment advisers
 
JUNE 6 HEARING ON INVESTMENT ADVISER SRO
Investment Adviser Oversight Act of 2012 (H.R. 4624), or more commonly ... The bill proposes adding regulatory oversight of investment advisers by a self- ...
www.fairviewinvest.com/.../6-7-2012%20Hearing%20Update...
KPMG and AxiomSL Form Alliance to Assist Investment Advisers ...
FOX Carolina 21KPMG and AxiomSL Form Alliance to Assist Investment Advisers Faced With New Regulatory Requirements Including Form PF. Member Center ...
www.foxcarolina.com/.../kpmg-and-axiomsl-form-alliance-to-...
Stan Corp Investment Advisers Albuquerque, NM, 87110 - YP.com
Get directions, reviews, payment information on Stan Corp Investment Advisers located at Albuquerque, NM. Search for other Investments in Albuquerque.
www.yellowpages.com/.../stan-corp-investment-advisers-4524...
SEC Announces Examination Strategy for Newly-Registered ...
Generally, the SEC will conduct examinations with a view to the applicable provisions of the Investment Advisers Act of 1940 and related rules adopted by the ...
www.worldservicesgroup.com/publications.asp?action...
Capital Markets Consortium - Investment Advisers
In the wake of Dodd-Frank Act and the 2011 SEC study of investment adviser examinations, there have emerged a number of legislative and regulatory ...
www.cmconsortium.com/investment-advisers
House Democrats Pan Proposal for Policing Investment Advisers
WASHINGTON — House Democrats on Wednesday took aim at a controversial bill that would establish a self-regulatory organization to oversee retail ...
legalnews.findlaw.com/article/0b1SdbK3oV9Wt?q=U.S...


Tip: Use quotes ("like this") around a set of words in your query to match them exactly. Learn more.

Delete this alert.
Create another alert.
Manage your alerts.

No comments:

Post a Comment