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Nordea investment management AB lowered its stake in K12 Inc. (nyse:LRN) by 1.2% during the second quarter, Holdings Channel reports.

David Blood increased its stake in CERNer Corp (CERN) by 16.3% based on its latest 2016Q2 regulatory filing with the SEC. Generation investment management Llp bought 1.53 million shares as the company's stock rose 8.36% with the market. The hedge ...
In my last blog, we explored the 3 core client lifecycle challenges facing wealth managers - regulatory compliance, operational and technological challenges and client experience impacts.
American Tower Corp. logo Northeast investment management decreased its stake in shares of American Tower Corp. (nyse:AMT) by 1.1% during the SECond quarter, according to its most recent filing with the SEC.
It seems hard to believe that we are headed into the home stretch of 2016. This year is flying by! A lot can happen in the fourth quarter, especially with all the attention being paid to the election (rightfully so) and to Fed monetary policy.

Barton investment management decreased its stake in Netflix Inc (NFLX) by 17.67% based on its latest 2016Q2 regulatory filing with the SEC.
Seasoned wealth managers Nicholas Atkeson and Andrew Houghton, the founding partners of Delta investment management, will head US capital wealth management as Managing Directors. With over 20 years of industry experience each, Atkeson and ...
The move aims to curb the fast growing bank lending, including sales of wealth management products (WMP), which are normally not counted on banks' balance sheet.
USS investment management Ltd raised its position in BlackRock Inc. (nyse:BLK) by 5.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).
The first wave of acquisitions was driven by incumbents in an effort to slow down client defection to new entrants.
Maybe not yet, but a new pilot program between the bank and Amazon's Alexa service is testing the frontiers of both science fiction and wealth management. UBS' partnership with Amazon will enable clients and non-clients of the bank to get answers to ...
Putnam FL investment management Co. raised its position in shares of Akamai Technologies Inc. (Nasdaq:AKAM) by 3.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission.
Private Harbour investment management & Counsel LLC decreased its stake in shares of Knowles Corp. (nyse:KN) by 5.2% during the second quarter, ...
Putnam FL investment management Co. boosted its stake in Pattern Energy Group Inc. (Nasdaq:PEGI) by 0.6% during the second quarter, according to its most ...
Putnam FL investment management Co. raised its position in shares of Blackstone mortgage Trust Inc. (nyse:BXMT) by 15.4% during the second quarter, ...
Putnam FL investment management Co. increased its position in shares of Nielsen NV (NYSE:NLSN) by 6.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.

Stephens investment management Group Llc increased its stake in Marketaxess Hldgs Inc (MKTX) by 11.41% based on its latest 2016Q2 regulatory filing with ...
Stephens investment management Group Llc decreased its stake in Ligand pharmaceuticals Inc (LGND) by 7.2% based on its latest 2016Q2 regulatory filing ...
Highwoods Properties logo Putnam FL investment management Co. increased its position in Highwoods Properties Inc. (nyse:HIW) by 0.4% during the second ...
Putnam FL investment management Co. reduced its stake in shares of V.F. Corp. (nyse:VFC) by 0.3% during the second quarter, according to its most recent ...
General Electric logo RS investment management Co. LLC increased its position in General Electric Co. (nyse:GE) by 0.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).
Chevron Corp. logo RS investment management Co. LLC boosted its position in Chevron Corp. (NYSE:CVX) by 0.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.
Destination wealth management boosted its stake in shares of Alphabet Inc. (Nasdaq:GOOGL) by 6.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission.
The Boston mutual fund manager Eaton Vance Corp. said it has agreed to buy the assets of Calvert investment management Inc., a socially responsible money manager.
Boston-based Eaton Vance Corp. announced plans Friday to acquire the business assets of Calvert investment management, a fund manager that invests in socially and environmentally responsible companies.
Sprucegrove investment management Ltd increased its stake in Banco Bradesco S A (BBD) by 9.09% based on its latest 2016Q2 regulatory filing with the SEC.
Punch & Associates investment management Inc decreased its stake in Carmike Cinemas Inc (CKEC) by 60.89% based on its latest 2016Q2 regulatory filing with the SEC.
Kerr Neilson increased its stake in Sina Corp (SINA) by 21.4% based on its latest 2016Q2 regulatory filing with the SEC. platinum investment management Ltd bought 918,532 shares as the company's stock rose 9.34% with the market. The hedge fund run by ...
Gildan Activewear logo USS investment management Ltd maintained its position in Gildan Activewear Inc. (NYSE:GIL) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.
USS investment management Ltd raised its position in shares of Estee Lauder companies Inc. (NYSE:EL) by 164.4% during the second quarter, according to its ...
USS investment management Ltd reduced its stake in Ambev SA (nyse:ABEV) by 0.9% during the SECond quarter, according to its most recent filing with the SEC.
Reliant investment management LLC raised its stake in shares of Trimble Navigation Ltd. (Nasdaq:TRMB) by 9.9% during the second quarter, Holdings Channel reports.
Sprucegrove investment management Ltd decreased its stake in Posco (PKX) by 3.99% based on its latest 2016Q2 regulatory filing with the SEC.
USS investment management Ltd cut its position in American International Group Inc. (nyse:AIG) by 72.0% during the second quarter, according to its most ...
USS investment management Ltd held its stake in shares of Activision Blizzard Inc. (Nasdaq:ATVI) during the SECond quarter, according to its most recent disclosure with the SEC.
USS investment management Ltd maintained its position in shares of TPG Specialty Lending Inc. (nyse:TSLX) during the second quarter, according to its most ...
The stock of Walter investment management Corp (nyse:WAC) is a huge mover today! About 253300 shares traded hands. Walter investment management ...
USS investment management Ltd bought a new stake in Allstate Corp. (nyse:ALL) during the SECond quarter, according to its most recent filing with the SEC.
Kerr Neilson decreased its stake in Baidu Inc (BIDU) by 3.22% based on its latest 2016Q2 regulatory filing with the SEC. platinum investment management Ltd.
Texas Instruments logo USS investment management Ltd boosted its position in shares of Texas Instruments Inc. (Nasdaq:TXN) by 0.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).
Boston-based Eaton Vance Corp. announced plans Friday to acquire the business assets of Calvert investment management, a fund manager that invests in socially and environmentally responsible companies.
Pepsico logo Hartford investment management Co. decreased its position in shares of PepsiCo Inc. (NYSE:PEP) by 2.5% during the SECond quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).
Oracle Corp. logo Jensen investment management Inc. decreased its stake in Oracle Corp. (NYSE:ORCL) by 1.7% during the SECond quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).
Chevron Corp. logo Hartford investment management Co. reduced its position in Chevron Corp. (NYSE:CVX) by 0.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.
I-G investment management Ltd decreased its stake in Royal Bk Cda Montreal Que (RY) by 0.61% based on its latest 2016Q2 regulatory filing with the SEC.
What makes Harrington's book unusual is that she chose instead to investigate the wealth management industry itself. There were no short cuts to doing so.
Everest wealth management has agreed to a settlement with the Maryland insurance Administration, but is still facing a battle with the state's Attorney General's office.
Bruce Zimmerman resigned as CEO and chief investment officer of University of Texas investment management Co., where he has overseen investment of the endowments of the University of Texas and Texas A&M University systems since 2007.
In past columns, I have been critical of the big firms' inability to treat their best performers differently. I have hypothesized that the primary reason why advisers depart the employee model of the big firms to go independent is not financial but ...


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