The firm said that its new Armada Small/Mid Cap Value Fund employs a relatively rare strategy, considering "only six of the more than 1,900 funds in
The product is designed to provide "investment advisers with a product for their clients that taps into the potential of the small-to-mid sector, which may potentially provide [a higher] return than a typical mid-cap value fund with less volatility than a typical small-cap value fund," said Armada Director of Equity Daniel Bandi.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.
Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
Turns out clients are as mistaken about tax preparers as they are about taxes.
