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  • Northern Trust approved to offer tax-transparent investments for Danish institutional clients

    by Marian Johns | May 22, 2018

    A recent ruling by the Danish National Tax Board will allow Denmark's institutional investors to benefit from dual taxation treaties and allows access to Northern Trust Asset Management's Common Contractural Fund.

  • MDU Resources to pay common stock dividend on July 1

    by Marian Johns | May 22, 2018

    MDU Resources Group Inc.'s board of directors recently announced the company's last quarter common stock dividend will remain at 19.75 cents per share for the current quarter.

  • The Pillar Group teams with Baird in Milwaukee

    by Giselle Rances | May 19, 2018

    Employee-owned financial management firm Baird has added The Pillar Group to its roster, with plans to work from Baird’s wealth management office on East Wisconsin Avenue in Milwaukee.

  • Today's investors seek more than just market advice from financial advisers

    by Soutrik Das | May 19, 2018

    To help advisers identify these new demands, LPL Financial recently crafted a whitepaper suggesting they identify the trust factor, focus on goals, and develop an individualized plan for every client.

  • Defined benefit plans increase confidence among retirees

    by Soutrik Das | May 19, 2018

    The 2018 Retirement Confidence Survey shows retirees with guaranteed income from a defined benefit plan are much more confident that they will be able to live comfortably through retirement compared to those who don't have one.

  • Study shows fewer than half of baby boomers have retirement savings

    by Marian Johns | May 17, 2018

    Even fewer -- only 38 percent -- have calculated how much savings they will need to retire.

  • Baird experts address 'The Amazon Effect' in new publication

    by Soutrik Das | May 17, 2018

    The authors write that Amazon has intensified competiveness by lowering the switching and search costs for consumers.

  • Analyst says 3 metrics suggest where 10-year Treasury yields will peak

    by Giselle Rances | Apr 29, 2018

    Three metrics can help estimate where 10-year Treasury yields may peak, suggests Kathy Jones in a recent publication on fixed income bonds for Charles Schwab.

  • Charles Schwab expert notes correction is not synonymous with volatility

    by Giselle Rances | Apr 28, 2018

    Jeffrey Kleintop writes that while the correction could be over soon, the heightened volatility may not go away for a long time.

  • MDU Resources to hold earnings conference call

    by Soutrik Das | Apr 20, 2018

    MDU Resources Group Inc. will webcast its first-quarter earnings year through a May 3 conference call after the official release of the financial result.

  • Raymond James receives 2 M&A Advisor Turnaround Awards

    by Miguel Ordonez | Apr 10, 2018

    Raymond James Investment Banking took home two deal-of-the-year awards during the 12th annual M&A Advisor Turnaround Awards.

  • Raymond James' review indicates widespread expectations for market growth

    by Soutrik Das | Apr 7, 2018

    The Raymond James Investment Strategy Committee has released its Investment Strategy Quarterly Review for the first quarter of 2018, indicating the investment environment may grow in 2018-19 with a sustainable growth rate of GDP.

  • Genworth Financial merger with Oceanwide moves forward

    by Soutrik Das | Apr 7, 2018

    Genworth Financial and China Oceanwide Holdings Group recently agreed to a fourth waiver and agreement to each party's right to terminate their merger agreement, which extends the previous deadline until July 1.

  • Prudential's Krosby offers insight on change at the Fed

    by Rumbidzai Karen Musvosvi | Apr 1, 2018

    Prudential’s chief market strategist, Quincy Krosby, offered her insight on regime change at the Federal Reserve and the monetary policy’s market impact at the Fed in her Q2 2018 “Regime Change” market commentary.

  • Neuberger Berman advisers earn spots on prestigious Barron's list

    by Meredith Iager | Mar 26, 2018

    Neuberger Berman Advisors on Top 1200 List, 2018

  • Reid selected to direct 2 PGIM Investments funds

    by Kasey Schefflin- Emrich | Mar 21, 2018

    PGIM Investments has appointed Brian Reid as an independent director for two mutual funds -- Prudential Short Duration High Yield Fund Inc. and Prudential Global Short Duration High Yield Fund Inc.

  • American workers place financial security in employers' hands

    by Rumbidzai Karen Musvosvi | Mar 20, 2018

    A recent American Workers Survey by Morning Consult for Prudential Financial has revealed that about 80 percent of American workers expect most of their financial security to come from their employers.

  • Conner joins Wilmington Trust with focus on sports and entertainment clients

    by Kasey Schefflin- Emrich | Mar 19, 2018

    Dexter Conner has joined Wilmington Trust’s wealth management office in Atlanta, where he will take on the role of senior private client adviser with a focus on clients in entertainment and sports.

  • Principal Financial Group named top destination for executive women

    by Kasey Schefflin- Emrich | Mar 17, 2018

    The National Association for Female Executives has included Principal Financial Group in its list of companies where women have a significant influence on company decisions.

  • Wealth Management Americas advisers named tops in their states

    by Kasey Schefflin- Emrich | Mar 17, 2018

    Those top advisers were Jonathan Beukelman, Sandra Dalton, Rick Frayard, Michael Jeffries, Tony Smith and Gary Tantleff.

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