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Investment Advisor
May 2009 |
Groupthink Financial industry news: Financial Planning Association accepting nominations for 2010 Board of Directors... NAVA hires Lee Covington as senior VP... An initiative to educate key legislators on the issues facing the independent B/D community...   |
Investment Advisor
May 2009 |
Upgrades New financial offerings: Payden & Rygel introduces Payden Corporate Bond Fund... ING launches INGCompareMe.com... SPDR Barclays Capital Convertible Bond ETF begins trading on the NYSE... and more... |
Investment Advisor
May 2009 |
Changes People: Derek Bruton named national sales manager for LPL Financial Independent Advisor Services while still retaining his position as CEO for the LPL Financial affiliated broker/dealers... Walter Donovan as CIO and head of Putnam's equity, fixed-income, and global allocation operations... more... |
Investment Advisor
May 2009
Robert F. Keane |
Asset Allocation The latest asset allocation suggestions. |
Investment Advisor
May 2009
Bob Clark |
Clark at Large: Creationism Investors and other financial consumers would be best served by a Glass-Steagall clone, separating financial advice from any and all financial product manufacturing, marketing, or sales. |
Investment Advisor
May 2009
Olivia Mellan |
The Psychology of Advice: The Madding Crowd If you're having difficulty managing versions of controlled panic in your clients (or yourself), take note of the situations. |
Investment Advisor
May 2009
Robert F. Keane |
The Green Advisor: A Triad of Values The growth in assets committed to socially responsible investing principles has been dramatic over the last few years, and there's much more coming. |
Investment Advisor
May 2009
Melanie Waddell |
Retirement News & Products Retirement news and products: Research by Cerulli Associates focuses on the "bookends" of the 401(k) market... Spectrem Group study found 34% of U.S. employers have reduced or eliminated matching contributions to defined contribution retirement plans... |
Investment Advisor
May 2009
James J. Green |
Broker/Dealer Briefing: John Simmers of ING The CEO of ING Advisors Network, John Simmers, is retiring, but will retain his seat on FINRA's Board. |
Investment Advisor
May 2009
James J. Green |
Growth Strategy Advisors are optimistic about their ability to not only survive, but prosper in this challenging environment. |
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