AdviserDash - July 13, 2012

SPONSORED MESSAGE

PLANADVISER National Conference Request for Speakers
Interested in speaking at the annual PLANADVISER National Conference in September? We still have panelist positions available. Please submit your contact information and panel discussion ideas online! MORE>

Women May Stop Working With Adviser If Spouse Dies

Some women say if their relationship with a spouse or partner terminated, they would also end their relationship with a financial adviser.MORE>

SEC Names Officer in Compliance Inspections and Examinations

The Securities and Exchange Commission hired Paula Drake as an associate director in its Office of Compliance Inspections and Examinations.MORE>

DC Retirement Plan Industry Needs Self-Esteem Boost

The defined contribution retirement plan industry has a "self-esteem problem" that must be addressed, one industry expert contends.MORE>

Zephyr Upgrades Analytics Center

Mutual fund data was made available on Zephyr Associates' website for investment professionals globally, StyleAdvisor.com.MORE>

The Hartford Adds My Retirement Tracker to Website

The Hartford released a tool that permits savers to set savings and income goals, track their progress and integrate other financial sources.MORE>

Schwab Rolls Out Investment Tools, Training in Plan Design

A support tool and program suite for advisers from Schwab Retirement Business Service combines investment management tools, and fiduciary and plan design training.MORE>

LPL Financial Enhances Portfolios Platform

AlphaSimplex Group, J.P. Morgan Asset Management and Morningstar Investment Services were added to LPL Financial's Model Wealth Portfolios.MORE>

Six Financial Advisers Join Capital Investment Team

Capital Investment Companies added Charles Pendergraft II, John Zachary Carnes, Cort Meinelschmidt, Chelsea Miller, J. Marshall Culp III and James Beam as advisers.MORE>

Mutual Fund Investors Show Caution in June

Investors stayed tense over global economic growth, with estimated net inflows of just $13 billion into stock and bond mutual funds in the U.S. in June.MORE>

ETF Assets Continue Strong Growth in June

U.S. exchange-traded funds enjoyed $16 billion in net inflows in June, their best month since February's $15 billion in net inflows.MORE>