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.
Schwab, TD Ameritrade may form DC lobbying duo on fiduciary issue
Two archrivals in the discount-brokerage and custodial business, Charles Schwab & Co. Inc. and TD Ameritrade Holding Corp., may be teaming up to lobby Washington over the fiduciary issue.
Merrill avoids arbitration in loan cases
Merrill Lynch & Co. Inc. is pursuing a legal strategy that could give it a leg up in collecting from brokers who owe the firm money on retention packages.
Schwab, TD Ameritrade may form DC lobbying duo on fiduciary issue
Two archrivals in the discount-brokerage and custodial business, Charles Schwab & Co. Inc. and TD Ameritrade Holding Corp., may be teaming up to lobby Washington over the fiduciary issue.
Beacon Pointe targets wirehouse reps
Beacon Pointe Advisors, a wealth management firm with $4 billion in assets that caters to high-net-worth individuals, is looking to bolster its business with wirehouse castoffs.
Endowments took a beating
Foundations and endowments were the worst performers among tax-exempt institutional funds for the one-year period ended June 30, according to the Wilshire Trust Universe Comparison Service, a widely used benchmark.
Endowments’ results may be worse than reported
The dismal recent performance by the endowment funds of several Ivy League universities has dimmed the luster of the funds' managers.
Baird snags adviser from Wells Fargo
Karen Ogard, a 26-year industry veteran, last week left Wells Fargo Advisors LLC, where she was in the…
Finra panel rules against $900M team terminated by Merrill
In what looks like the end of a long-simmering dispute, Finra orders two members of a team terminated by Merrill Lynch to pay the brokerage $3.5 million
Buy-and-hold won’t hold up, consultant says
John Mauldin, President of Millennium Wave Investments, which oversees about $650 million in client assets, is one of the most well-known investment management consultants focusing on absolute returns.
Good or bad, greed is back
Old-fashioned greed is making a comeback.
