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| Unpredictable Market Conditions Challenge Advisors to Find Income and ... MarketWatch (press release) "Advisors recognize they have the tools to build portfolios that can weather market volatility. The challenge lies in educating clients about the need to make smarter use of traditional asset classes and embrace alternative investments, commodities, hedged ... See all stories on this topic » | ||
| Symetra Builds Out Dedicated Registered Investments Wholesaling Team; Hires ... MarketWatch (press release) "With the recent introduction of Symetra True VA, our new wholesaling team is working with fee-only registered investment advisers and fee-based broker-dealer advisers to secure selling agreements and identify clients who might benefit from a variable ... See all stories on this topic » | ||
| Investors await central bank action CNNMoney "The market is wading through a fog, and until there's some clarity, we're going to see the markets bounce around," said Rex Macey, chief investment officer at Wilmington Trust Investment Advisers. Print; Comment. All three indexes ended the day slightly ... See all stories on this topic » | ||
| Toronto Community Foundation Appoints Open Access Limited as Investment ... DigitalJournal.com (press release) TORONTO, July 31, 2012 /CNW/ - Open Access, Canada's only defined-contribution fiduciary manager, today announced its appointment as the Toronto Community Foundation's (TCF) investment advisor and discretionary asset manager. "We're honoured to ... See all stories on this topic » | ||
| Some advisers not qualified to consult on buy-to-let - expert Mortgage Solutions Ideally, advisers should be able to advise on investment alternatives, understand the business issues and be familiar with the tax implications of their mortgage advice, said Hall. The property bubble provided "enormous returns" of 77% over five years, said ... See all stories on this topic » | ||
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| F-Squared Investments to Sub-Advise New Series of Target Risk Retirement ... DigitalJournal.com (press release) NEWTON, Mass., July 31, 2012 /PRNewswire/ -- F-Squared Investments today announced that it will serve as sub-advisor on the newly launched Reliance Trust AlphaSector Target Risk Collective Trust Funds. The series of five broadly diversified risk-based ... See all stories on this topic » | ||
| Hewins Financial Launches Key Access Services™ DigitalJournal.com (press release) SAN MATEO, Calif., July 31, 2012 /PRNewswire/ -- Hewins Financial Advisors, LLC and its affiliate, Wipfli Hewins Investment Advisors, LLC, announced the launch of Key Access Services™ today. Hewins Financial, a leading CPA-based financial advisory ... See all stories on this topic » | ||
| AUI signs OneVue for another five years Money Management AUI has been a client of OneVue since 2006 and uses OneVue's unit registry to administer unit trusts, property syndicates, investment bonds and funeral bonds for institutional and retail clients and investment advisers, according to OneVue. OneVue chief ... See all stories on this topic » | ||
| CIFC Corp. Announces Strategic Transaction With GE Capital's Bank Loan ... DigitalJournal.com (press release) A commercial council comprised of senior members of both GE Capital and CIFC will be formed and meet regularly to assist in the exploration of business opportunities between the two firms, and to facilitate third party investment advisory referrals. See all stories on this topic » | ||
| Arlington Capital Advisors Facilitates Investment In Taco Mac DigitalJournal.com (press release) BIRMINGHAM, Ala., July 31, 2012 /PRNewswire-iReach/ -- Arlington Capital Advisors, LLC, a boutique investment bank that specializes in advising closely-held middle market businesses, announced today that its principals facilitated a growth capital ... See all stories on this topic » | ||
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| Go through the back door to profit from the shale-gas boom Philadelphia Inquirer So investment advisers and portfolio managers are looking at backdoor ways to profit from the shale-gas boom. There is the switch by utilities to natural gas from coal. There are companies helping to build out what Goldman Sachs has dubbed the "shale gas ... See all stories on this topic » | ||
| Money reads: Investing carefully in muni bonds; money manager scare tactics OregonLive.com With talk about taxes increasing at the end of the year, advisers and investors are considering moving more money into tax-free municipal bonds. But with local government finances in stress, munis aren't as safe as they once were. It's Only Money found some ... See all stories on this topic » | ||
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| Oregon's Largest Volunteer Expo Returns to Pioneer Courthouse Square MarketWatch (press release) ... subsidiaries: Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, Inc., StanCorp Investment Advisers, Inc., StanCorp Real Estate, LLC, and StanCorp Equities, ... See all stories on this topic » | ||
| DIY investing 'is becoming more common' Fundsnet New research from Legal & General Investments has revealed that independent financial advisers (IFAs) believe more people are trying their hand at DIY investing in the current climate. According to the firm's annual What Matters Investment Index, 95 per ... See all stories on this topic » | ||
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| ADVISERS GOLDMAN SACHS Equities.com As well as advising on mergers, acquisitions and more innovative deals, the American investment bank has also been directly involved in mining ventures. Examples include the $407m purchase of Vale's Colombian natural resources unit in May, and the ... See all stories on this topic » | ||
| Cantor Hires 17 From Canaccord to Start Corporate Advisory Unit Bloomberg Cantor Fitzgerald LP, the investment bank planning to add 800 employees in coming years, hired 17 people from the capital markets division of Canaccord Financial Inc. (CF) to start a corporate advisory business in Europe. The group, based in London, will ... See all stories on this topic » | ||
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| In the Wake of Continued Bleak Global Economic Outlook, Quantum Financial ... DigitalJournal.com (press release) Responding to a deteriorating economic outlook for 2012, Quantum Financial Advisors' Managing Director & CIO Joseph Rinaldi introduced his "6 Best Investment Strategies" for the turbulent market and economic conditions of our day. The news is not good. See all stories on this topic » |
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| Should You Make House Calls? By Nicole Coulter J.) opened last Tuesday's House Financial Services Committee hearing on an SRO for investment advisers and a fiduciary standard for broker/dealers with a threat, suggesting that the SEC might not want to spend a lot of time or money writing ... RIA Central | ||
| Investors await central bank action | Money - KOCO Home "The market is wading through a fog, and until there's some clarity, we're going to see the markets bounce around," said Rex Macey, chief investment officer at Wilmington Trust Investment Advisers. All three indexes ended the day slightly ... National News |
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