When a bloated William Blair & Co. recalled former managing partner Edgar D. Jannotta to active management in March, it said so in a three-sentence blurb issued to the press at the unfashionable hour of 6:29 p.m.
With so many wealthy, qualified and bewildered ex-dot-comers out of work, so-called pink-slip parties are all the rage in such cities as San Francisco and New York. But a soiree at Hush in New York Thursday turned into a meet-and-greet for financial planners.
The stock market may be in turmoil, but rose-colored glasses certainly make things more bearable. At least that's the feeling one got after listening to remarks Thursday at the Investment Company Institute's general membership meeting in Washington.
Emplanet aims to make it easier and cheaper for small companies to offer retirement plans
Trailing its archrival by more than five years, Fidelity Investments is finally unfurling its own initiative to match investors with financial advisers.
Folio Institutional has rolled out a service that allows its RIA clients to tap into model portfolios run by other advisers who custody at the firm.
Teaching minority high school students about business is more than a job for Allen Shelton. It's a calling.
