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Affluent investors move Fidelity Investments from top of the hill
Fidelity Investment lost its top-dog status as the number one distributor and mutual fund provider to rivals Charles Schwab and Vanguard, according to a new report. Fidelity Investments suffered from...
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New York Career News: Berhance joins NewOak Capital, other notables
Chad J. Berhance joined NewOak Capital as managing director and head of NewOak Solutions, a portfolio risk analytics, credit and advisory service provider to institutional investors globally. Chad J....
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Lloyd’s of London suing BP over oil spill claims in Gulf of Mexico
Lloyd’s of London is asking a federal court to block a claim by oil company BP seeking damages against its Deepwater Horizon partner, Transocean, over oil spewing from the bottom of the Gulf of Mexico....
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UBS Financial, PSA, Travelers, United Concordia: People, company news
The following personnel and company announcements appeared in a recent print issue of Insurance & Financial Advisor’s Maryland/D.C. Edition. Submit your news here. Walt Williams, a financial...
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LGBT investors more aggressive with market
Following the U.S. Supreme court ruling overthrowing the federal Defense of Marriage Law (DOMA), LGBT investors reported feeling more optimistic than other investors about the country’s economic...
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SEC charges Virginia broker with bilking elderly clients
The SEC charged an ex-UBS broker with falsifying statements and stealing $730,000 from elderly clients, some of whom were legally blind. Authorities said the Roanoke, Va.-based broker, Donna Jessee...
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