“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.
September 25
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Chairman and CEOiCapital NetworkSeptember 25 -
vice president of international researchMomentum AdvisorsSeptember 22
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The Latest
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Actions hit a nine-year high and restitution climbed to the highest total since 2013 — even before the rule’s heightened scrutiny.September 25
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The company's new agreement with Envestnet Yodlee to share customers' account data over secure pipes is its 17th pact with aggregators and other fintech firms.September 25
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More than 40% of Black and Hispanic adults say they have used money from a savings or retirement account to pay their bills since the outbreak began, a survey finds.September 25
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Based on the “forced experiment” of its remote periodic examinations of broker-dealers, the onsite portion “may not be necessary,” Robert Cook said.September 24
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Expenses fell by 20 basis points and risk-adjusted returns climbed 92 bps, according to the study.September 24
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Investor advocates, religious groups and proponents of ESG investing argue the changes are a gift to business lobbyists that will muzzle corporate critics.September 24
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Data, Research & Multimedia
“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.
September 22
“Expense ratios matter to most people, particularly when you're looking at these mostly passive funds,” an expert says.
September 15
Despite some impressive short-term gains, more than half underperformed their peers over the decade.
September 9
Some of the biggest laggards have managed short-term gains of more than 40%.
September 1
More than half of these funds have fees higher than 75 basis points.
August 25
Fees for the category's best performing mutual funds and ETFs are much like the price of bullion: expensive.
August 17
The latest roundup of news in the IBD and RIA channels comes in a time of economic turmoil and big transactions.
August 14
If clients “looked just three months ago, these numbers would be glaringly different,” an expert says.
August 10
Here’s what leaders around the world say must be done.
August 7
Here's an at-a-glance guide to the candidates' positions on individual taxes.
August 5
