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The latest influx, which closed late last year, brought in $75 million.
March 23 -
Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?
March 23 -
It’s been a miserable week for higher-risk markets, as a trade war edged closer and the tech sector was roiled by Facebook’s scandal.
March 23 -
Stocks plummet the most in six weeks as investors shift focus from Fed to China.
March 22 -
While outpacing the S&P 500, the price tag is higher — the average expense ratio is more than 1%.
March 21 -
The move suggests officials expect a lift this year and next from a tax overhaul passed by Republicans in December.
March 21 -
The fund took in 100 times its average weekly amount after the latest jobs and wage data showed tepid inflation growth.
March 20 -
The $11 billion hedge fund is accused of operating like a “boys’ club” where women were paid less than their male counterparts.
March 19 -
Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.
March 19 -
The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.
March 14 -
If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.
March 13
Savant Capital Management -
Funds that experienced poor performance and registered investment companies with little management experience are among those that may be under scrutiny.
March 13
Alaric Compliance Services -
ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.
March 12 -
Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.
March 12 -
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 -
Data reported by the Investment Company Institute.
March 9 -
Research traditionally funded by asset managers through soft-dollar trading commissions now requires added transparency.
March 9
William O’Neil + Co. -
Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.
March 8 -
One fund’s strategy this week amounted to almost 48% of its average daily turnover during the past 90 days.
March 8 -
"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.
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