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Direxion’s Rob Nestor and David Mazza weigh in on hiring and compensation strategies, ETF space developments and the rise of robos.
March 28 -
The firm is dismissing hundreds of workers after a periodic review of staffing.
March 28 -
It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.
March 25 -
While a broad-market stock ETF generates fees of as little as 20 cents for every $1,000 invested, AI products range from $1.80 to $8.
March 25 -
The portfolio management provider is the latest advisor tech company to mark down offerings in a bid to win long-term and lucrative RIA contracts.
March 5 -
The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.
March 5 -
New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.
March 4
Sondhelm Partners -
Data reported by the Investment Company Institute.
March 1 -
The transparency of a fee charged to other fund firms for use of the platform is allegedly questioned.
February 27 -
The race to zero may be reaching its natural limits.
February 21 -
Since the financial crisis, many managers pivoted from making money to playing defense.
February 19 -
The last government shutdown highlighted how many Americans ignore basic planning lessons.
February 19 -
Productivity may not come back, but private equity may be the answer for some.
February 14 -
The firm aims to grow in private debt, infrastructure, global equities and real estate across the globe.
February 8 -
Higher costs are most attributable to technology spending, including investments in artificial intelligence.
February 7 -
Fresh doubts about whether star managers can deliver consistently superior returns have been raised following Bill Gross’ retirement.
February 6 -
Data reported by the Investment Company Institute.
February 6 -
Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.
February 5 -
Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.
February 1 -
Despite its death, Barclays is transitioning assets and trading volume to a nearly identical version of the fund.
January 30


















