OppenheimerFunds Inc.

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  1. Articles

    The 3 variables to forging “bulletproof” relationships

    All of us operate from the same relationship hierarchy both personally and professionally. That hierarchy is illustrated below:

  2. Articles

    Defining “what you do” to engage the client's head and heart

    In the most recent episode when Ken was asked to define his value proposition, he like most of his peers stumbled on the “um…what do I do…” followed by a long and awkward pause. If Ken wants to truly differentiate himself from the crowd, he must craft a value proposition and begin to articulate it

  1. Articles

    4 steps to strengthening your business foundation and growing your practice

    Now before Ken begins looking at forming a team to both attract and retain a more sophisticated clientele, he needs to do a little housecleaning. If the underlying structure of the business can be best described as “controlled chaos”, it makes no sense at this point to bring in a team member, ...

  2. Articles

    The Three Tanks That Drive Exceptional Performance: Time, Energy and Attitude

    In the first episode for Season 2 of Practice Makeover, it appears that Ken is grappling with the "E-Myth”. This is the concept articulated by the legendary Michael Gerber, which stands for the "entrepreneurial myth": that because you have a "technical skill" (a doctor that knows medicine, an ...

  3. Articles

    While 'doing business today' begin to 'build your business' for tomorrow

    As I travel around the country speaking at major industry conferences I often like to open with a question, "who do you think will be your biggest competitor over the next 5 to 10 years"? The answers always tend to be one of the major wire house or independent firms. I then click the button on my

  4. Articles

    OppenheimerFunds loses more bond bets

    Muni bond funds rocked by big bets on Puerto Rican debt, stirring up memories of 2008.

  5. Articles

    Oppenheimer's risky bond bets backfire — again

    OppenheimerFunds' municipal bond funds have been rocked by big bets on Puerto Rican debt, stirring up memories of its Core Bond Fund's disastrous 2008. Jason Kephart has the story.

  6. Articles

    OppenheimerFunds raids rival in bid to add value to value funds

    Spahr, three other Columbia Funds vets, sign on; 'no room for closet indexers'

  7. Articles

    Acquisition will give Oppenheimer foothold in MLP space

    OppenheimerFunds announced plans to acquire SteelPathCapital, which has $2.6 billion in assets and a seven-year track record in the master limited patnership space.

  8. Articles

    OppenheimerFunds misled investors about souped-up funds: SEC

    Firm allegedly failed to disclose use of derivatives in two funds adequately; agrees to pay $35M to settle the charges

  9. Articles

    Oppenheimer fund solicitation challenged in investor lawsuit

    The Oppenheimer Holdings solicitation allegedly overstated the value of holdings in the Global Resource Private Equity Fund, described in a private placement memorandum as a fund of funds intending to invest in natural resource-related companies.

  10. Articles

    OppenheimerFunds boots portfolio manager having 'terrible year'

    Freud out, Dishmon in at Quest International; analysis shows value fund not offering much value in 2011

  11. Articles

    No clear end to Greek drama

    FEW ANSWERS Hang on for a rough ride as the European sovereign-debt crisis continues. Investment managers and analysts believe European policymakers will struggle to come up with a permanent solution to the crisis, which has driven stock markets lower as fear of global contagion spreads. “I think

  12. Articles

    Greece's reckoning could be ‘day or weeks' off: OppenheimerFunds' CIO

    The worst of the European financial crisis could soon be over, said Art Steinmetz, cio at OppenheimerFunds Inc. But that could mean that things will have to get worse before they can get better.

  13. Articles

    12(b)-1 ruling eases fund firms', B-Ds' worries - for now

    Mutual fund companies breathed a sigh of relief last week when a judge dismissed a case that could have forced funds to pay back years' worth of 12(b)-1 fees, creating more pressure on broker-dealers to register as investment advisers. In Bradley C. Smith v. OppenheimerFunds Distributor Inc., the