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The division expects annual net inflows of 3% to 5% of AUM in the medium term.

Bradley Mascho helped Bennett defraud at least 46 investors, including many seniors, the regulator charges.

In an industry full of late adopters, being on the cutting edge can win young clients.

Technology is great, but communication is central to good business.

Data reported by the Investment Company Institute.

Some advisors are holding out in case the technology changes.

Dec. 11: Asset management experts say these topics will be key drivers in 2018.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

Robo-advisors, micro-investing are making the old ways of doing business obsolete.

In the wake of the DoL fiduciary rule, documenting client profiles and recommendations boosts compliance.