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By Jane Wollman Rusoff |
April 25, 2012
Picture the ubiquitous “Plan Ahead” poster. You know, the one with the little orphaned “d” because not enough room was left in the allotted space for it to fit in.
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By John Sullivan, Advisorone |
April 2, 2012
BRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.
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By Joyce Hanson, AdvisorOne |
August 18, 2011
Margaret Towle, a Ph.D. with a $ billion clientele, is joining HighTower, the Chicago-based RIA firm led by Elliot Weissbluth, as a partner and managing director from Greycourt.
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By Melanie Waddell, AdvisorOne |
May 20, 2011
The SEC has named Craig Lewis as its chief economist and director of the Division of Risk, Strategy, and Financial Innovation (RiskFin).
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By Robert F. Keane |
December 1, 2009
Conventional wisdom about SRI, which can mean either socially responsible investing or sustainably responsible investing, is that adding an overlay of social screens to investment...
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By Janet Levaux, AdvisorOne |
July 27, 2009
Citigroup's board of directors now includes three new outside directors, a new non-executive chair for Citibank, N.A., a new oversight committee for Citi Holdings and...
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By Jane Wollman Rusoff |
March 1, 2009
Some folks hatch their best ideas while sitting at a desk, flossing their teeth or sipping joe at Starbucks. Not Shlomo Benartzi. His creativity is...
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By Staff Writer |
September 1, 2007
President, CIO DiNuzzo Investment Advisors, Inc. 1501 Third Street Beaver, PA 15009 Phone: 724-728-6564 Web site: www.dinuzzo.com E-mail: Info@DiNuzzo.com Year practice started: 1989 AUM: $221 million Number of advisors in firm: four lead advisors; one...
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By Melanie Waddell, AdvisorOne |
July 16, 2007
A new research paper by scholars at the University of Pittsburgh says Sarbanes-Oxley discouraging corporate risk-taking in the United States.
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By Melanie Waddell, AdvisorOne |
July 1, 2007
When it comes to protecting themselves from disgruntled clients and the long arm of regulators, advisors and their broker/dealers have to be on the ball....
