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While some firms have been successful at leveraging technology to scale sales and marketing processes, others have failed.
July 19
Synthesis -
A search for returns in less liquid assets may blur the transparency of real portfolio value.
July 18
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The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.
July 17
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The decision marks a shift for firm, which has largely ridden its equity-fund offerings.
July 17
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Expense ratios associated with the new products range from 0.05% to 0.07%.
July 16
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The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.
July 16
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Regulators are asking cannabis fund providers to produce third-party legal opinions verifying they don’t violate state or federal laws.
July 16
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The brokerage may pay about $2 billion for the additional advisory clients, according to reports.
July 15
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The $3.7 million fund returned more than 40% in the second quarter, outperforming all domestic non-leveraged ETFs.
July 15
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A new report asks whether the products have the potential to spark another crisis despite being created at the urging of the SEC to reduce risk.
July 15
