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As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.
May 16
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An inside look at which firms are attracting assets and advisors.
May 15
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Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.
May 15
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After his big score with Banyan Partners four years ago, the dealmaker faces a much more competitive market.
May 15
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Investors slammed the sell button on passive products in February amid the return of volatility that saw a record jump in Wall Street’s fear gauge.
May 14
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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
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The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.
May 14
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The investment bank agreed to buy Business Bancshares in St. Louis.
May 11
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Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.
May 10
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The investment gives the world’s largest asset manager a focus on small-time investors.
May 10
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The tax-focused planning IBD is shedding low-producing advisors while retooling its pitch to prospects.
May 9
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Most say they’d still consider investing even if they discovered issues with sexual harassment.
May 9
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The no-nonsense CEO fields rapid-fire questions on everything from Amazon's interest in financial services to how the SEC is handling the fiduciary rule
May 9
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It’s largely hedge funds that have been bailing out while equity and bond fund managers have remained on the sidelines.
May 7
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The fund aims to give investors exposure to the most liquid and high-quality bonds issued by companies in the S&P 500.
May 4
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The No. 1 IBD has completed the NPH acquisition, but CEO Dan Arnold unveiled further growth initiatives amid challenges to its dominance.
May 4
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Some big banks and money managers are shifting resources by hundreds or thousands of miles to cheaper cities.
May 2
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The active manager plans to launch his new firm in June with former Franklin Templeton colleagues.
May 2
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The firm is prioritizing its most productive advisors after shedding some 30% from its headcount.
May 1
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It’s the third consecutive month that funds holding debt attracted more cash than their equity counterparts.
May 1
