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Daniel C.S. Powell founded Christian Stanley in 2003 as a specialty-finance investment bank predicated upon the rapidly emerging life settlements industry. Powell, a former institutional broker with Morgan Stanley, says that he recognized the unique characteristics of the life settlement asset class and decided to develop a proprietary syndicate of institutional bidders seeking to acquire life settlement assets. "The prime objective of Christian Stanley is to serve as an efficient life settlement clearinghouse for the benefit of the greater economy and senior citizens across America."
July 8 -
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The Financial Planning Association is encouraging its members to write to the Securities and Exchange Commission protesting a proposed regulation that will require investment advisors to undergo surprise annual accounting audits by an outside accounting firm.
July 8 -
The Investment Management Consultants Association implemented changes to its Certified Investment Management Analyst certification program yesterday, the organization said.
July 8 -
Salaries of financial advisors are rebounding after a soft 2008, according to a new survey.
July 8 -
As many as 9.5 million retired Americans are considering at least a partial return to the workforce, according to a new study by Charles Schwab.
July 7 -
CBIZ has acquired EAO Consultants, an employee benefits firm also known as Egan, Amato & OConnor, expanding the accounting providers benefits-consulting expertise in the Northeast.
July 1 -
The House Education and Labor Committee has approved a bill that would require 401(k) plan providers to provide clear, complete information about the fees they charge.
June 30