investment management Latest News

An emerging markets fund managed by local investment manager Rob Spanjaard has just won a third Raging Bull award for top performance in the mutual fund industry.

Twyla Garret, owner of Investment Management Enterprise, is offering potential business owners free advice on her blog.

Cameron Hendricks, Financial Symmetry’s Data Specialist, has started the necessary education to becoming a CERTIFIED FINANCIAL PLANNERS™.

Flaherty promoted; will provide financial planning, investment management and retirement plan services to Canby Financial clients

BrightPath Wealth Planning, LLC is proud to announce the launch of the BAM ALLIANCE, an active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management.

28 May 2012 – Slater Investments, the London based investment management company, has increased assets under management in the MFM Slater Income Fund from £10.29m in January 2012 to £20m today.

Technology startup Portfolio Football today announced it will unveil its ground-breaking signature product at FinovateSpring, an invitation-only showcase of the newest financial and banking technology innovations held in San Francisco May 8-9.

Access Data and Strategic Insight are combining forces to create unique, comprehensive offerings with industry asset and net new flow information for mutual funds and ETFs, segmented by distribution channels and financial intermediary firms.

DreamWorks Capital Management, LLC is focused on helping clients make their dreams work.

The lifecycle investment product market increased to $842 billion as of year-end 2011, representing an 8% increase since the close of the third quarter and a 5% increase from the end of 2010, according to Strategic Insight.

The National Association of Board Certified Advisory Practices designates Investor Solutions president and CEO Frank Armstrong as Premier Advisor.

60 Firms Marks 62% Increase from 2010; 25 Fastest-Growing Fund Managers Include Many Boutiques

For the 9th time since 2002, Harbor Financial Group, Inc. was included in AdvisorOne’s “2011 Top Wealth Manager Rankings”. This list captures the largest and most successful independent wealth management firms in the nation.

Granite Springs Asset Management is pleased to announce that its Equity Market Tactical Asset Allocation Strategy has achieved Top Guns status in the Large Cap Universe within the Informa Investment Solutions (IIS) PSN manager ranking database.

Harbor Financial Group, Inc. of Boulder, Colorado was recently included in Boulder’s Top Women-Owned Businesses.

Harbor Financial Group, Inc. of Boulder, Colo recognized as NABCAP Premier Advisor for 2nd consecutive year since inception.

In a month that experienced difficult market conditions (the S&P 500 and MSCI EAFE both declined), US mutual fund investors net redeemed $2 billion in cash out of US stock and bond mutual funds in June 2011, says Strategic Insight.

LORRAINE JOHNSON CFP®, CFA OF TRIANGLE FINANCIAL ADVISORS hosted a presentation by Elizabeth Dooley, CFA, Portfolio Manager with Rochdale Investment Management in New York, NY on the economic outlook and sustained expansion of investments.

Datamonitor identified changes affecting the HNW meeting and recognized that the BlackSwan Financial Platform, a risk management and portfolio optimization tool published by SAGE SA, supports an increasingly interactive client relationship.

An emerging markets fund managed by local investment manager Rob Spanjaard has just won a third Raging Bull award for top performance in the mutual fund industry.

Harbor Financial Group, Inc. is celebrating 25 years of delivering personalized financial planning solutions and investment management to individuals and businesses in the Denver- Boulder area.   Harbor Financial Group, Inc.

Looking to control costs, distribution executives at mutual fund management firms are planning a modest 2.8% increase in external wholesalers (salespeople who call on financial advisors) for 2013, and slightly larger growth of 6.6% in headcount for...

Twyla Garret, owner of Investment Management Enterprise, is offering potential business owners free advice on her blog.

Grace completed the financial planning process course and is currently taking the second course on insurance planning and risk management. ].

Cameron Hendricks, Financial Symmetry’s Data Specialist, has started the necessary education to becoming a CERTIFIED FINANCIAL PLANNERS™.

Mike completed all 7 courses required for the education portion of the certification process, via Boston University’s online program, and passed the CFP® exam in March of 2011.

As Congress returns from their holiday break, investors are focused on the “fiscal cliff.”

Flaherty promoted; will provide financial planning, investment management and retirement plan services to Canby Financial clients

BrightPath Wealth Planning, LLC is proud to announce the launch of the BAM ALLIANCE, an active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management.

Harbor Financial Group, Inc. of Boulder Colorado was recognized as a NABCAP Premier Advisor.

REDW LLC is pleased to announce its official designation as the Alliance Benefit Group (ABG) branch office for Phoenix, AZ.

Fiducia Wealth Management Quarterly Investment Note: Infrastructure

In the spirit of this summers ‘Big Event’ we have put their Investment Team to work to indentify which investment house would win the Fiducia Fund Management Challenge.

Investors remained anxious about global growth, putting just $13 billion in estimated net inflows into stock and bond mutual funds in the US in June 2012 . Strategic Insight expects the environment to continue to favor bond funds over equity funds.

Continued anxiety over the pace of US economic growth and the resolution of the Euro zone crisis weighed on investors last month, leading them to put just $14 billion in net inflows into stock and bond mutual funds in the US in May 2012.

28 May 2012 – Slater Investments, the London based investment management company, has increased assets under management in the MFM Slater Income Fund from £10.29m in January 2012 to £20m today.

US equity funds see net outflows for second straight month, as investors continue to be weighed down by uncertainty over markets and the global economy.

Megan Foster joins Harbor Financial Group, Inc. as a Client Service Manager

Technology startup Portfolio Football today announced it will unveil its ground-breaking signature product at FinovateSpring, an invitation-only showcase of the newest financial and banking technology innovations held in San Francisco May 8-9.

Elyse Foster, CFP® of Harbor Financial Group, Inc. was interviewed by Moneyshow.com

With caution returning, March is first month of outflows from US equity funds since December

Access Data and Strategic Insight are combining forces to create unique, comprehensive offerings with industry asset and net new flow information for mutual funds and ETFs, segmented by distribution channels and financial intermediary firms.

DreamWorks Capital Management, LLC is focused on helping clients make their dreams work.

Investors cautiously put an estimated $46 billion in net inflows into stock and bond mutual funds in the US in February 2012, the best monthly showing since March 2010, said Strategic Insight.

The lifecycle investment product market increased to $842 billion as of year-end 2011, representing an 8% increase since the close of the third quarter and a 5% increase from the end of 2010, according to Strategic Insight.

Islamic Finance and Funds gaining popularity in the backdrop of current global financial crisis

Jordan Kunz, CFA of Harbor Financial Group, Inc. passes the CFP Board exam and achieves the Certified Financial Planner ™ certification

Local CFP launches a new tv show on personal finance to air on NBC affiliate, WESH channel 2 beginning February 20, 2012.

Growth and Protection Investing; published by Ploutos Communication LLC, has launched its website GrowthandProtectionInvesting.com to provide investing education and monthly newsletter to educate investors.

Investor Solutions senior financial advisor Robert Gordon was recently awarded the designation of Chartered Retirement Plans Specialist.

The National Association of Board Certified Advisory Practices designates Investor Solutions president and CEO Frank Armstrong as Premier Advisor.

Long-term mutual funds saw net inflows for the full-year 2011 of just $65 billion (excluding ETFs and VA funds). That was down sharply from the $247 in net inflows to long-term funds in full-year 2010

60 Firms Marks 62% Increase from 2010; 25 Fastest-Growing Fund Managers Include Many Boutiques

Estimated 2011 long-term fund flows mark sharp drop from 2010 and 2009 figures. US long-term mutual funds see $7B net outflows in November 2011

For the 9th time since 2002, Harbor Financial Group, Inc. was included in AdvisorOne’s “2011 Top Wealth Manager Rankings”. This list captures the largest and most successful independent wealth management firms in the nation.

Granite Springs Asset Management is pleased to announce that its Equity Market Tactical Asset Allocation Strategy has achieved Top Guns status in the Large Cap Universe within the Informa Investment Solutions (IIS) PSN manager ranking database.

US stock and bond mutual funds saw net inflows of $1.1 billion in October 2011, as taxable bond funds had their biggest monthly inflows since May. October marked the second consecutive month of net inflows to long-term funds, said Strategic Insight.

Harbor Financial Group, Inc. of Boulder, Colorado was recently included in Boulder’s Top Women-Owned Businesses.

Leaders from the industry’s most innovative firms to speak at FSOkx 7th Annual Asset Management Industry Transformation and Outsourcing Strategies Forum on December 8 in New York.

31st October 2011: A new Website featuring market tips and analysis on ALL asset classes was launched: BluePhoenixFinancial.com

Harbor Financial Group, Inc. of Boulder, Colo recognized as NABCAP Premier Advisor for 2nd consecutive year since inception.

Jordan Kunz of Harbor Financial Group, Inc. has earned the right to use the globally respected Chartered Financial Analyst designation.

Uncertainty over the economy accelerated in July, causing US investors to net redeem $16 billion out of US stock and bond mutual funds, according to Strategic Insight. July 2011 redemptions equaled about 0.2% of assets held in stock and bond funds.

Harbor Financial Group, Inc. of Boulder, CO welcomes Carey Moeller as an intern

In a month that experienced difficult market conditions (the S&P 500 and MSCI EAFE both declined), US mutual fund investors net redeemed $2 billion in cash out of US stock and bond mutual funds in June 2011, says Strategic Insight.

LORRAINE JOHNSON CFP®, CFA OF TRIANGLE FINANCIAL ADVISORS hosted a presentation by Elizabeth Dooley, CFA, Portfolio Manager with Rochdale Investment Management in New York, NY on the economic outlook and sustained expansion of investments.

Granite Springs Asset Management LLC has hired Newhook Marketing Solutions to develop, execute, and manage a corporate branding and targeted marketing campaign.

US mutual fund investors added about $24 billion in net new cash to US stock and bond mutual funds in May 2011, down slightly from April's flows, demonstrating a rise in investors’ anxiety over future economic growth, said Strategic Insight.