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By Marlene Y. Satter, AdvisorOne |
August 22, 2012
This week in new hires, Robert Murphy was named CIO of Hatteras Alternative Mutual Funds; Steven Lofquist went to JHS Capital Advisors; and Franklin Square welcomed Mike Gerber.
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By Melanie Waddell, AdvisorOne |
August 9, 2012
Quite a bit has happened in those five years: billion-dollar frauds, a flash crash exposing major volatility issues and a bill supporting FINRA as advisors' SRO, to name a few developments.
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By Marlene Y. Satter, AdvisorOne |
August 8, 2012
This week in new hires, Tiger 21 named Julie Garella chairwoman of its San Francisco group, Eagle Asset Management brought in four new portfolio managers in Vermont, and Steven Young went to Citi Private Bank.
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By Marlene Y. Satter, AdvisorOne |
June 27, 2012
This week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.
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By Les Abromovitz |
January 1, 2012
A compilation of nearly one hundred terms, phrases, and important laws critical to the understanding of investment advisor regulation and compliance.
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By Melanie Waddell, AdvisorOne |
November 1, 2011
The two co-chairmen of the National Commission on Fiscal Responsibility and Reform warned lawmakers on Tuesday that any deal to reduce the federal budget deficit by no more than $1.2 trillion would “merely delay” the nation’s fiscal problems.
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By Melanie Waddell, AdvisorOne |
September 9, 2011
An economist to former President George H.W. Bush unveiled a proposal to reform the retirement savings system by replacing the deduction for contributions to retirement savings accounts with a flat-rate refundable credit deposited directly into a saver’s account.
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By Melanie Waddell, AdvisorOne |
January 14, 2011
The Financial Stability Oversight Council plans to hold its third public meeting on Tuesday, Jan. 18, at the U.S. Department of the Treasury building in Washington
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By Joyce Hanson, AdvisorOne |
November 8, 2010
A report from Bank of America Merrill Lynch showing U.S. homeownership at its lowest point in over a decade suggests continued earnings losses for Fannie Mae and Freddie Mac.
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By Marlene Y. Satter, AdvisorOne |
October 18, 2010
U.S. Treasuries are still popular among other nations' investors, according to the release of Treasury International Capital data for August 2010.