Andrew Shilling
Associate Managing EditorAndrew Shilling is associate managing editor for Financial Planning. Follow him on Twitter at @AndrewWShilling.
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The 20 funds in this ranking carried an average expense ratio of more than twice the broader industry.January 27 -
The St. Augustine, Florida-based advisors specialize in high-net-worth families, business owners, executives and foundations.January 21
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The top 20 carried an average expense ratio of more than three times the broader industry.January 20
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These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.January 13
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The top 20 more than doubled the gains of their fixed-income industry peers.January 6
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The biggest losses this year came from sectors that suffered the most in lockdown.December 29
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With an average gain of more than 108%, the lineup includes actively managed leaders with fees well above 100 basis points.December 22
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Despite a rocky year, these 20 funds recorded an average return of 13.6%.December 15
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Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.December 13
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The firm has added 42 advisors this year with a combined $3.8 billion in AUM.December 10
