investment management

• 

  London Whale Steers Clear of J.P. Morgan Asset Management

  By Joyce Hanson, AdvisorOne  |  May 14, 2012

  Trader Bruno Iksil’s losses don’t appear to have hurt the fund business at J.P. Morgan Asset Management.

• 

  Top 5 Business Women Who Tweet About Wall Street

  By Joyce Hanson, AdvisorOne  |  April 23, 2012

  AdvisorOne lists the top 5 business women who tweet based on number of followers, frequency of tweets, quality of posts, professional credentials and what our gut tells us.

• 

  Growing Up Is Hard to Do: Start Acting Your Size, Large Advisory Firm!

  By Angie Herbers  |  April 23, 2012

  Congratulations—you’re more successful and, yes, larger. Now start acting like it, starting with improving knowledge transfer between your teams, using a 'Monday meeting' process.

• 

  BNY Mellon’s Pershing Fees Help Bank Offset Forex Woes

  By Joyce Hanson, AdvisorOne  |  April 19, 2012

  Higher Q1 2012 clearing services fees at the BNY Mellon unit that includes Pershing Advisor Services helped the bank offset lower trading volumes as the bank fights a number of forex lawsuits.

• 

  Sallie Krawcheck Joins Board of Gold Bullion International

  By John Sullivan, Advisorone  |  April 18, 2012

  Sallie Krawcheck, one of the financial industry’s most well-known—and controversial—executives has joined the advisory board of Gold Bullion International, the company announced Wednesday.

• 

  Motion: That Serving a Client’s Best Interests Needn’t Be Complicated

  By Bob Clark, AdvisorOne  |  April 17, 2012

  We can have a minimum set of standards that tell us what the 'best interest of the client' means.

• 

  Smith-Goldman: A Poignant Case Study on the Fiduciary Debate

  By Philip Chao, CFP, AIFA  |  April 12, 2012

  The duality of our regulations significantly contributes to a dangerous, often confusing state of affairs. Unless we restore trust, the system will rely on more regulations as a substitute.

• U.S. Bancorp Enters Arena

  By Ronald Delegge, ETFguide.com  |  March 26, 2012

  The ETF marketplace is getting ready for another new face: U.S. Bancorp Fund Services.

• 

  Threshold Group’s New Service Focuses on Family Foundations

  By Michael S. Fischer  |  March 19, 2012

  “Like families, many family foundations are visionary and creative—they aren’t content to just color between the lines,” Craig Muska of Threshold Foundation Services said.

• 

  First Eagle Fund’s Arnhold on Loving Japan and Hating Alpha

  By John Sullivan, Advisorone  |  March 16, 2012

  How much do you really know about First Eagle Funds? Sure, it’s racked up fantastic performance and given us legendary investors like Jean-Marie Eveillard, but its history is just as fascinating, and the tradition in which it’s steeped is a big part of its success.