Nancy R. Mandell

• NYPAN Launches New York Presence

  By Nancy R. Mandell  |  June 5, 2009

  Philanthropists Ann and Andrew Tisch will kick-off first event of philanthropic advisors' network.

• Pershing Expands RIA Manager Menu

  By Nancy R. Mandell  |  June 5, 2009

  Pershing Managed Account Solutions unit adds new account managers for advisors and streamlines tools for advisors in transition.

• On Good Behavior

  By Nancy R. Mandell  |  June 1, 2009

  The result is Cabot Research, a five-year-old Boston firm whose motto is "behavioral finance, APPLIED." The business is the second that Ervolini, Cabot's CEO, has...

• A First: Emerging Markets ETFs

  By Nancy R. Mandell  |  May 28, 2009

  Emerging Global Advisors LLC has launched the first emerging markets sector ETFs, the company announced May 21.

• InvestmentView Gets Lipper Data

  By Nancy R. Mandell  |  May 20, 2009

  Thomson Reuters announced today the addition of Lipper fund classification data to InvestmentView, its online wealth management product.

• No Pity Party for Big Banks

  By Nancy R. Mandell  |  May 13, 2009

  Study finds predatory lending originated in the same banks that received bailouts. At least 21 of top 25 subprime lenders received bailouts through ownership, credit agreements or purchases of loans for securitization.

• Phoenix Surveys the Ashes

  By Nancy R. Mandell  |  April 28, 2009

  High-net-worth investors are not buying into President Obama's optimistic view of the economy, according to the 10th Annual Phoenix Wealth Survey.

• Mother-Daughter Business

  By Nancy R. Mandell  |  April 22, 2009

  "Like mother, like daughter" takes on new meaning when daughter follows mother's footsteps into a financial planning career.

• Survey Says...

  By Nancy R. Mandell  |  April 20, 2009

  Financial education and a commitment to community and professional development define the goals of women who participated in Wealth Manager's 2009 Women in Wealth Management Survey.

• A Clear Vision

  By Nancy R. Mandell  |  March 27, 2009

  If you--like Dr. Richard Sandor--believe in the proposition that air and water will become the asset classes of the near future, you understand that companies helping to provide clean air and water will be good investments.