Finance

The firm uses academic research for specific guideposts on its way to serving clients and advisors.

When the markets post 10% returns, everyone feels great. So why do investors only glean a small portion of those gains?

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Data reported by the Investment Company Institute.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.

Most of the firm’s reticence has come down to a marketing debate.

The firm’s 20-basis-point take will drop, says CEO Walt Bettinger.