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By James J. Green, AdvisorOne |
April 9, 2012
Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.
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By Marlene Y. Satter, AdvisorOne |
April 6, 2012
The Bank of Japan (BOJ) might boost stimulus in the wake of a vote by the upper house of Parliament to block a nominee to its board and a call by lawmakers for a more “proactive” monetary policy.
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By Joyce Hanson, AdvisorOne |
February 23, 2012
Recent price increases have reminded U.S. and Canadian-based retirement plans of the threats posed by inflation and the need to diversify, according to a Clear Path report.
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By Marlene Y. Satter, AdvisorOne |
February 16, 2012
Moody's warned that it could downgrade the credit ratings of 131 institutions, including 17 banks and securities firms that have global operations as it reviews their long-term ratings and standalone credit assessments.
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By James J. Green, AdvisorOne |
February 10, 2012
Seller Broadridge says Prima is “profitable … but not core.” Prima CEO Gib Watson to run new business unit at Envestnet.
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By James J. Green, AdvisorOne |
January 26, 2012
Now chief investment strategist at PMC following acquisition by Envestnet, Clift says advisors can expect higher correlations through election; Europe already in recession.
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By Marlene Y. Satter, AdvisorOne |
January 24, 2012
Standard & Poor's downgraded four French banks on Monday, saying that its action came as a result of its downgrade of France itself earlier in the month.
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By Marlene Y. Satter, AdvisorOne |
January 19, 2012
This week in new hires, Jane A. Norberg joined the SEC as deputy chief of the Whistleblower Office; Gregory J. Fleming was elected to FINRA's board of directors; Mike Anderson went to Securities America; and Dan Dorfman joined Trim Tabs Money Blog as a columnist.
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By James J. Green, AdvisorOne |
December 13, 2011
Envestnet, headed by Judd Bergman, pays $24 million for FundQuest; $8 billion added to Envestnet platform. FundQuest CIO Clift to become chief investment strategist at Envestnet|PMC.
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By Marlene Y. Satter, AdvisorOne |
December 9, 2011
Moody’s Investors Service cut France’s three largest banks by one notch, citing a 'very high' probability that the French government would intervene with support.