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The firm’s growth last quarter was the biggest since the 2014 departure of its co-founder Bill Gross.
July 14 -
Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.
July 14 -
For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.
July 13 -
Aside from stocks, strong and consistent trends have been hard to come by this year.
July 12 -
Prices that reached an almost seven-month high in June have now dropped for five straight weeks, the longest slump this year.
July 10 -
You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?
July 5 -
In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.
July 5 -
Energy and financial shares lifted the S&P 500, though the index erased more than half of its gain in the final hour of trading.
July 3 -
The former Carmignac Gestion executive, who previously traded for Steve Cohen, says the tool will help run money for clients of his own firm, Q2Q Capital.
June 28 -
Together, Advizr and Trizic raise nearly $10 million in funding.
June 28 -
More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.
June 21 -
Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.
June 21 -
Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.
June 20 -
New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.
June 19 -
Experts say conditions are right for allocations to return to their peak in 2013, potentially unleashing $350 billion of new money.
June 19 -
Buying behavior may reflect underlying imbalances and mismatches between desired holdings and what’s available to purchase.
June 15 -
Federal Reserve officials forged ahead with an interest rate increase and additional plans to tighten monetary policy despite growing concerns over weak inflation.
June 14 -
QIM’s Tactical Aggressive Fund ended May up 13%, adding on to a 9.2% gain in April.
June 9 -
The money manager created the new role in order to accelerate the growth of the funds.
June 9 -
Investors are fleeing debt-riddled companies amid the anticipation of rising rates and growing corporate leverage.
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