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Investors continue to spurn mutual funds that invest long-term in U.S. stocks. For the week ended March 28, investors pulled $3.53 billion from the funds, the largest weekly outflow so far this year.
April 4
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Bank of Montreal Global Asset Management has moved its defined contribution business away from its Institutional Trust services arm and given it a new brand name, BMO Retirement Services.
April 4 -
Exchange-traded funds are off to a strong start, with record first-quarter inflows reaching $55.9 billion.
April 4 -
Exchange-traded funds are off to a strong start, with record first-quarter inflows reaching $55.9 billion.
April 4 - PH
Clients are looking for a few good men, and women in their financial advisors, according to a new survey from Edward Jones.
April 4 -
Natixis Global Asset Management (NGAM) has launched international hedged equity fund from Gateway Investment Advisers, LLC (Gateway), designed to play a conservative, risk-managed role in a portfolio allocation to international equity.
April 4 -
Investors are more worried about inflation over the coming year than their advisors, leading to a big disconnect, according to a new survey.
April 4 -
Wintrust Financial Corporation has added a new member to its wealth services team in a push to expand in the Chicago market and its suburbs.
April 4 -
Only 30% of investors surveyed knew that target-date funds do not provide guaranteed income in retirement.
April 4 -
Legacy expert attorneys Andy and Danielle Mayoras say that contrary to preliminary reports, British songstress Amy Winehouse did not have a will in place at the time of her deathan estate planning mistake that advisors and their clients cant afford to make.
April 4
