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The $180 billion asset manager is moving ahead with plans for actively-managed ETFs that disclose their holdings like mutual funds.
February 19
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The asset manager was stuck at $700 billion in AUM for 18 months. Faced with a grim reality, Franklin made the obvious move: It got bigger in a hurry.
February 19
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The investing strategy “is close to saturation,” and the cost of keeping up with the competition may be to blame, a new study suggests.
February 19
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The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.
February 18
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The nearly $4.5 billion deal is another case of consolidation in the industry, as firms grapple with falling fees and the rising challenge from managers of index-tracking funds.
February 18
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Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.
February 13
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The BlackRock fund recorded its largest one-day outflow in five years as the sector becomes a political lightening rod for Republicans and Democrats alike.
February 13
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OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.
February 13
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Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.
February 12
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CEO Peter Mallouk wants to create a “reserve” to see the RIA through any economic downturn.
February 12
