money managing

Sat, 25 Oct 2014 02:17:17 GMT

iBerkshires.com

Atlas Private Wealth Management Moving to North Adams
iBerkshires.com
NORTH ADAMS, Mass. — One of the nation's fastest growing financial firms is shifting its base of operations from Williamstown to North Adams. Atlas Private Wealth Management, formerly Dion Money Management, is moving its 20 employees to the third-floor ...

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Fri, 24 Oct 2014 15:44:29 GMT

iBerkshires.com

Atlas Wealth Management Moving to North Adams
iBerkshires.com
NORTH ADAMS, Mass. — One of the nation's fastest growing financial firms is shifting its base of operations from Williamstown to North Adams. Atlas Private Wealth Management, formerly Dion Money Management, is moving its 20 employees to the third-floor ...

and more »
Fri, 24 Oct 2014 12:09:44 GMT

Gregory S. Smith Named One of Washingtonian Magazine's Top Money Experts
PR Web (press release)
Gregory S. Smith, CFP ®, ChFC®, Managing Director with The Wise Investor Group at Robert W. Baird & Co., has been named one of Washingtonian Magazine's Top Money Experts for 2014. It reflects The Wise Investor Group's commitment to providing ...

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Fri, 24 Oct 2014 11:54:05 GMT

Offset for flexibility in a changing environment
FT Adviser
Money Management is the professional's independent adviser, winning 50 awards over the years. It contains the renowned Money Management fund statistics, unique surveys and much, much more.

Fri, 24 Oct 2014 11:13:41 GMT

FT Adviser

Trackers outpacing ETFs in adviser passive push
FT Adviser
He added: “This is particularly evident in ETF inclusion on platforms and advisers using them through discretionary management and building model portfolios.” However, while Deborah Fuhr, managing partner of specialist consultancy ETFGI, similarly ...

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Fri, 24 Oct 2014 07:40:33 GMT

FT Adviser

Call for platforms to offer structured products
FT Adviser
Mr Lowes, who is also managing director of Newcastle-based Lowes Financial Management, said: “I have little doubt that if structured products were accessible on platforms, and the platforms provided more than just a product name on a list, then more ...

Fri, 24 Oct 2014 04:13:15 GMT

Post-​Reform MMF Landscape; Treasury Comments Due; Consolidation
Crane Data LLC
In a recent webinar called "Investment Policy Decisions and Amendments, Post Money Fund Reform," a panel of experts discussed what some of those changes might look like. The webinar was hosted by StoneCastle Cash Management with support from ...

Thu, 23 Oct 2014 22:15:13 GMT

Money Management

AIST wants MySuper transition accelerated
Money Management
Concerns about the fees being charged on default superannuation funds are prompting calls for the final transition date for savings to be moved to a MySuper account to be brought forward. The Australian Institute of Superannuation Trustees (AIST) called on ...

Thu, 23 Oct 2014 21:47:04 GMT

Ex-Eminence Money Manager Rosen Is Said to Start Own Fund
Businessweek
Seth Rosen, a former money manager at hedge-fund firm Eminence Capital LLC, plans to start his own fund that will bet on rising and falling stocks across the globe, said two people with knowledge of the plans. Rosen's Nitorum Capital will start the long-short ...

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Thu, 23 Oct 2014 17:53:40 GMT

Forbes

Investors Can Learn From Family Office and Sovereign Wealth Fund Painful ...
Forbes
Here's the deal: People who are knowledgeable and successful in their operating businesses (say software development)—once they've amassed so much money that they are effectively in the business of managing it—set up offices to handle their family ...

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