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The SEC is investigating the bank for selling clients mutual funds that charge marketing fees when other, cheaper funds were available. SunTrust expects an enforcement action.
February 27
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The move is a plus for clients looking to tap into emerging markets stocks and equities in Europe after run-ups the past year.
February 27
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The latest developments make columnist Bob Veres wonder whether he has fallen through a wormhole.
February 27
Financial Planning -
The move is good news for money managers looking to tap into emerging stocks and equities in Europe after run-ups in both over the past year.
February 27
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After years of underperformance, hedge funds are facing a revolt by endowments, pensions and other institutional investors.
February 27 -
The wirehouses have been offering packages worth 200% to 250%, down from previous highs around 350%.
February 27
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Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.
February 27
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Devavrat Shah, professor in MIT’s Department of Electrical Engineering and Computer Science, is co-director of MIT Professional Education’s Data Science: Data to Insights course, director of MIT’s Statistics & Data Science Center (SDSC), and a core faculty member at the MIT Institute for Data, Systems, and Society (IDSS). In addition, he is a member of MIT’s Laboratory for Information and Decision Systems (LIDS) and the Operations Research Center (ORC).
February 27 -
