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Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.
May 14 -
Compensation levels rose approximately 7% last year despite mounting industry challenges.
April 6 -
Rapidly shifting economic conditions, a new tax law and the preponderance of low-cost passive products are just some of the obstacles in the year ahead.
March 9 -
Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.
February 9 -
The proliferation of smart beta and increased AUM are among the forecasts by industry experts.
January 12 -
Dec. 18: The proposed active offerings are set to debut in February.
December 15 -
Dec. 11: Asset management experts say these topics will be key drivers in 2018.
December 8 -
Dec. 4: The asset management and wealth management space posted 35 deals worth $2.4 billion in total activity in the third quarter.
December 1 -
Nov. 27: Product shelves are changing as issuers modify their pitch to planners in the wake of the fiduciary rule and wane of traditional wholesaling.
November 22 -
Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.
November 17 -
Nov. 13: Planners behind the curve may lose out on productivity and quality of service offered to clients.
November 10 -
Nov. 6: Platforms like FundKeeper are aimed at helping retirement account advisors comply with the DoL’s fiduciary rule.
November 3 -
Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.
October 27 -
Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.
October 20 -
Oct. 16: Analysts say new products filling the void may reverse the trend.
October 16 -
Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.
October 6 -
Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.
September 29 -
Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.
September 22 -
Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.
September 21 -
Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.
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