
Andrew Shilling
Manager, Editorial OperationsAndrew 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.
The Boston-based boutique oversees the assets of roughly 140 full- service clients and 800 individual households.
In two recent moves, the firm promoted one of its own to regional director and lured another back from AllianceBernstein.
The advisors know RBC’s Pittsburgh complex director from earlier in their careers, when all three men worked at Smith Barney.
The 20 mutual funds and ETFs on this list have an average fee of roughly 111 basis points.
The top 20 have delivered overall outperformance. However, their gains come with fees more than twice the industry average.
The addition for Venture Visionary Partners grows its staff to 28 and total AUM to $3.7 billion.
The average expense ratio for this group was more than 100 basis points.
“Their top holdings are focused on those companies that have benefited in a post-COVID world,” an expert says.
Fees among the leaders range from as little as two basis points to as high as 125 basis points.
The former wirehouse advisors specialize in financial strategies for high-net-worth clients, families and businesses.