Jialiang Pan is a reporter for Financial Planning and On Wall Street.
The No. 13 IBD’s hybrid RIA subsidiary also unveiled the results of its record recruiting push.
The products seek risk and return objectives through factor exposures such as minimum volatility, value, momentum, liquidity and quality.
Mark Mobius will step down after more than three decades with the firm.
Frequent recruitment adds to the firm’s bench after stemming an outflow of talent late last year.