
Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
The top 20 carried an average expense ratio of more than three times the broader industry.
These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.
The top 20 more than doubled the gains of their fixed-income industry peers.
The biggest losses this year came from sectors that suffered the most in lockdown.
With an average gain of more than 108%, the lineup includes actively managed leaders with fees well above 100 basis points.
Despite a rocky year, these 20 funds recorded an average return of 13.6%.
Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.
The firm has added 42 advisors this year with a combined $3.8 billion in AUM.
The top 20 outpaced the broader industry and had an average net expense ratio far below the 0.45% investors paid last year.
The Buffalo, New York location is the independent firm’s 12th nationwide.