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Dan Jamieson

Dan was Senior Editor at InvestmentNews from 2005 to 2013, before moving on to become Editor at large for Financial Advisor magazine. Check out his video bio here. Connect with him at LinkedIn here.

Displaying 620 results

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Rydex aims to ‘own’ equal-weight-ETF market

Firm has launched six such funds in the past two months – with more on the way

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Fund manager takes distrust of Congress to new level

Portfolio manager Eric Singer goes to cash whenever legislative body is in session

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Oh, the humanity: Hindenburg Omen goes down in flames

Last August, a well-publicized technical indicator called the Hindenburg Omen predicted an impending market crash.

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Mariner buys CBIZ wealth business

The 24-employee unit will continue to work out of seven different cities

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Raymond James picks up $150M team from RBC

Raymond James Investment Advisors has landed a $150 million in assets team from RBC Wealth Management.

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Custodians heighten scrutiny of new and veteran advisers

Custodial firms have been raising the compliance bar for registered investment advisers, in some cases making it tougher for them to find a home.

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Charles Schwab recovering from heart surgery

Charles Schwab, chairman of the Charles Schwab Corp., is recovering from heart surgery, the company said today.

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Finra offer to set up a testing program for RIAs falls flat

A proposal by Finra to develop a qualifying test for investment advisers has received a cool reception from adviser groups, which claim that it is part a continuing campaign by the regulator to broaden its powers

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Fidelity Investments announces another reorganization

Fidelity Investments last week named Abigail Johnson and Ronald O'Hanley to top roles after splitting responsibility for running the company.

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Firms declare war on deadbeat brokers

An increasing number of brokers appear to be skipping out on paying back what they owe on promissory…