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The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.

A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.

The majority of planners intend to work remotely at least one day per week through 2021.

The agency has 90 days to review files and reach decisions.

The fund giants voted for 99% of U.S. directors proposed by the energy, utility, banking and automotive companies reviewed by nonprofit research group Majority Action.

Charles Scharf has since apologized that his comments in a virtual meeting this summer were "misinterpreted."

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.

The senior executives, all from the company’s consumer banking unit, agreed to pay six-figure fines in connection with the 2016 unauthorized account scandal.

Bleakley Financial Group also picked up an ex-hedge fund portfolio manager while expanding its national footprint.

The seven advisors managed more than $450 million in combined client assets.