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E*TRADE to Rebate Fund Fees: Online broker E*Trade announced plans to rebate half of the fees that it usually collects from its mutual fund shareholder customers to lure investors.
August 14 -
Atlanta - Non-wrap mutual funds were cited as the most widely used investment product, both in terms of the number of practitioners using mutual funds and the percent of client assets allocated to funds, according to a report by the Financial Planning Association and Financial Research Corp.
August 14 -
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by Melissa Klein
August 14 -
Former Block Exec Named Investors Management Group Prexy: Investors Management Group, an institutional asset management firm focused on serving foundations, endowments, financial institutions, insurance firms and public funds, has named James I. Mackay as its president.
July 29 -
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State Street to Sell Private Asset Management Biz to Schwab: U.S. Trust Corp., a subsidiary of Charles Schwab, signed an agreement to acquire the private asset management business of State Street Corp. for about $365 million in cash.
July 14 -
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