Keyword: Mutual fund dealers

154 results found

The numbers indicate advisors are better off than they were at the start of the decade

With the acquisition of Legacy Associates, Equity grows its roster to over 150 advisors

  • By: IE Staff
  • October 29, 2009 October 29, 2009
  • 13:50

Deal will boost Global’s advisor count to over 250

  • By: IE Staff
  • September 28, 2009 September 28, 2009
  • 09:01

Guidance and more communication on dealers’ wish lists

Most say the regulators make it tough for them to survive. But, regulators say, they have a job to do

Quarterly profit survey

Legacy Associates fined $15,000 for compliance violations

  • By: IE Staff
  • November 14, 2008 November 14, 2008
  • 12:15

But the allure of a less bureaucratic, more entrepreneurial environment is still appealing

  • By: IE Staff
  • March 3, 2008 March 3, 2008
  • 15:49

Offer applies to external funds and Northwest & Ethical Funds

  • By: IE Staff
  • February 7, 2008 February 7, 2008
  • 11:10

Trend of more women at mutual fund dealers is driven by flexible working arrangements and receptive women clients

  • By: Laura Bobak
  • February 4, 2008 October 28, 2019
  • 16:28