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| Susan Musselman and Fred Eoff Join PFM Group MENAFN.COM SEATTLE, June 27, Jun 27, 2013 (Menafn - GLOBE NEWSWIRE via COMTEX) --PFM Group, the nation's leading provider of independent financial and investment advisory services to state and local governments and non-profit entities, announced today that ... See all stories on this topic » | ||
| advisers form lm action group for investors International Adviser A group of advisers with clients invested in the LM Investment Management fund range have come together to form a committee to represent investors. The Adviser Committee for Investors (ACI) was created in the aftermath of LMIM's announcement that it ... See all stories on this topic » | ||
| The tax treatment of offshore investments FT Adviser Sometimes withholding tax can be deducted from the dividends and interest payments but this will depend on the country where the investment is held. This tax can not always be reclaimed, so advisers need to investigate the fine print before investing... See all stories on this topic » | ||
| Fund managers reassure advisers over trail payments FT Adviser Earlier this week Henderson confirmed a delay of up to three weeks on a scheduled £4m payment to 7,000 advisers, which the group blamed on a review of its business to ensure compliance with the RDR. But several other groups have told Investment ... See all stories on this topic » | ||
| efamas de proft details industrys International Adviser ... action group to fight for investors. From Products Jun 27 2013 @ 12:29. A group of advisers with clients invested in the LM Investment Management fund range have come... view article ... Through its 27 member associations and 60 corporate members ... See all stories on this topic » | ||
| insights anker to drive global expansion International Adviser Philip Anker has joined Insight Investment in a newly-created role of global head of distribution, as the firm seeks to broaden its institutional and wholesale client base across the UK. Anker has moved from multi-strategy hedge fund Paloma Partners ... See all stories on this topic » | ||
| Galvin urges SEC to keep the 'warm-blooded investor' in mind in drawing up ... Boston.com Galvin also provided the SEC with a survey of Massachusetts-registered investment advisers so commissioners could see "how adamantly opposed they are to any watering down of the fiduciary standard now applicable under the Investment Advisers Act.". See all stories on this topic » | ||
| Cetera finds replacement for Grist InvestmentNews Mr. Dunlap joins Cetera from The Bank of New York Mellon Corp., where he served in a dual role as president and chief executive of Lockwood Advisors Inc., the company's retail distribution arm, as well as president of managed investments at the firm's ... See all stories on this topic » | ||
| To break into wealthier class, take advice to save some cash The Age The first class will have a greater chance of becoming wealthy because they will benefit from FOFA, while the second-class investors will continually have their wealth affected because of having a financial adviser's hand in their investment pocket by ... See all stories on this topic » | ||
| jp morgan private bank names senior role in france International Adviser Advisers form LM action group to fight for investors. From Products Jun 27 2013 @ 12:29. A group of advisers with clients invested in the LM Investment Management fund range have come... view article ... See all stories on this topic » | ||
| Committee formed to represent overseas investor interest in collapsed Gold ... Property Observer A dozen financial advisory firms from North Asia, Hong Kong, South East Asia, Europe and the Middle East have joined forces to create an advisory committee to represent the interests of clients who invested around $400 million in funds tied to ... See all stories on this topic » | ||
| Armchair critic: An adviser should know how his client portfolios do against ... ifaonline.co.uk We need to try and measure what matters: how do clients' investments do in the round? An adviser needs to have a better sense of how his client portfolios do against other advisers. He needs to know this as part of a decision on whether to outsource ... See all stories on this topic » | ||
| Advisers underestimating role of soft skills ifa Advisers are creating a "gap of expectation" by underestimating the role of strong client relationships and the holistic approach to advice. The latest ifa straw poll found that 19.5 per cent of surveyed planners still rate investment returns as the ... See all stories on this topic » |
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| John Bogle's advice to advisers - Investment News 2013 Morningstar Investment Conference. John Bogle's advice to advisers. The Vanguard founder offers some simple suggestions on how investment advisers ... www.investmentnews.com/section/video?playerType... |
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