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Tag: wealth
Former FSC boss John Brogden changes tune on bank owned wealth managers
2016-04-03 12:04:15| Automakers - Topix.net
One time lobbyist for the retail wealth management industry, John Brogden, now reckons the big four banks should scrap their "vertically integrated" business models, citing conflicts of interest and flawed pay policies. "If I was on the board of one of the big four banks at the moment I would be telling the executives to look at selling their wealth management arm."
Tags: john
bank
owned
managers
Private Wealth Partners LLC Decreases Position in Merck & Co., Inc.
2016-03-09 09:48:46| Biotech - Topix.net
Private Wealth Partners LLC cut its stake in shares of Merck & Co., Inc. by 0.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 211,948 shares of the company's stock after selling 189 shares during the period.
Tags: inc
private
position
partners
Tiffany & Co. (TIF) Shares Bought by Peloton Wealth Strategists
2016-03-07 10:44:23| Jewelry - Topix.net
Peloton Wealth Strategists raised its stake in Tiffany & Co. by 1.3% during the fourth quarter, according to its most recent disclosure with the SEC.
Tags: bought
shares
wealth
tiffany
Hasbro, Inc. (HAS) is Peloton Wealth Strategists' 6th Largest Position
2016-03-07 10:00:08| Toys - Topix.net
Peloton Wealth Strategists reduced its stake in shares of Hasbro, Inc. by 2.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission . The institutional investor owned 42,650 shares of the company's stock after selling 1,100 shares during the period.
Tags: position
largest
6th
wealth
Chevron Co. (CVX) Position Lowered by Destination Wealth Management
2016-03-06 23:22:46| Energy - Topix.net
Destination Wealth Management cut its stake in shares of Chevron Co. by 2.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.
Tags: management
position
destination
wealth
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