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Advisors are sick of using a bunch of disparate applications that can’t communicate with each other and require manual transfer of data. Technology vendors, TAMPs (turnkey asset management programs) and custodians, now playing the role of...
Outpouring. | Copyright Bryan Thomas, Getty Images
Retail investors continued to pull money out of active U.S. equity funds in July, with outflows totaling $32.9 billion during the month, outpacing $21.7 billion in negative flows in June, acco...
Net worth: $1 billion. | Copyright National Archives, Getty Images
With billionaire Donald Trump the Republican Party's nominee for President of the United States and Hillary Clinton releasing her recent tax returns, CNBC listed the top 10 ric...
(Bloomberg) -- After JPMorgan Chase & Co.’s shares plunged 21 percent in the opening minutes of trading on Aug. 24 last year, the world’s largest investment bank sought out an unlikely ally, Virtu Financial Inc., to help it...
Nuveen, the operating division of TIAA Global Asset Management, is rolling out a new online client service tool to make it easier for advisors to access alternative investments...
Cetera Financial Institutions, Cetera’s self-clearing broker/dealer focused solely on community banks and credit unions, has appointed LeAnn Rummel as its new president, taking over that responsibility from CEO Catherine Bonneau...
