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“I would not be doing my job as somebody that is totally committed to making our Americas’ business a top competitive business for Julius Baer if I wasn’t seriously looking at a U.S. platform,” said Beatriz Sanchez, the bank’s head of the Americas.6h ago
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The Bloomberg Barclays Global High Yield Index flipped to an annual loss this week after just seven weeks in the green.7h ago
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More than 40% of Black and Hispanic adults say they have used money from a savings or retirement account to pay their bills since the outbreak began, a survey finds.September 25
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The Labor Department has opened the door to using PE as a component of a target date fund held within a DC plan, writes iCapital Network CEO Lawrence Calcano.September 25
Chairman and CEOiCapital Network
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A majority of wealth managers worry about non-business concerns such as the national debt, immigration, civil unrest and media bias, according to a new survey.September 25
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In the first half of the year, fewer than a third of U.S. domestic equity fund managers delivered annualized returns that outpaced the S&P Composite 1500.September 25
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Expenses fell by 20 basis points and risk-adjusted returns climbed 92 bps, according to the study.September 24
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Investor advocates, religious groups and proponents of ESG investing argue the changes are a gift to business lobbyists that will muzzle corporate critics.September 24
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“It’s not just a shiny object, it’s really about content,” the firm’s head of ETFs and indexed strategies said.September 24
