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Investing in certain uptrends may pay off for clients.
February 28
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Funds managed by Marco “Mick” Hellman sold most of their holdings, while CEO Dan Arnold received options worth $5 million.
February 28
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The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.
February 28
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CEO Abigail Johnson's estimated net worth grew to $11.2 billion from $8.6 billion last year.
February 28
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Paige E. Pidano is a managing director and senior associate general counsel at The Clearing House Association.
February 28 -
Jay Ryan is an executive vice president for Accuity with responsibility for Accuity’s Americas & Global sales team.
February 28 -
The firm is the latest to adopt new technologies into the client-advisor relationship.
February 28
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Timothy Butler is chief executive officer at Tego, Inc., a provider of asset management software.
February 28 -
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The contributor was recently called to be an expert witness and realized that defending a retirement plan in court can provide a good opportunity to better understand a portfolio.
February 27
