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The firm expects shareholders will save an estimated $3.2 million, annually.
June 10
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The firm plans to focus on raising money for products that lock up capital for several years, according to people with knowledge of the matter.
June 10
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“The amount of capital available to this industry is small relative to the size of the need,” says one new lender.
June 10
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Mainstays of the sector like Commonwealth, Cambridge and Northwestern Mutual are contributing to it, but smaller firms are also driving change.
June 10
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The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.
June 7
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The regional BD opened its third new location in Texas this year.
June 7
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Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.
June 7
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A young advisor put her faith in letters and numbers until a client set her straight.
June 7
Capital Benchmark Partners -
Activist investors have taken large stakes in at least 100 of the products so far this year.
June 7
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“I think we forget what it was like when we were the associates,” says one firm’s co-owner.
June 7
