Fremont Funds of San Francisco has decided to waive its $2,000 minimum for taxable accounts and $1,000 minimum for retirement accounts for the Fremont U.S. Small-Cap Fund. The company said it was granting the waiver, through September 30, so that investors seeking to diversify their portfolios would have greater access to one of the top performing funds in the U.S. small-cap sector. The fund returned 10.82 percent in 1998, according to Lipper.
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Panelists at the ADVISE AI conference said document processing has never been more efficient with the help of AI tools. But that doesn't mean there aren't challenges along the way.
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Scott Posner, who's in charge of advisor and institutional recruitment as LPL's business development head, on why LPL leads in advisor "capture" at a time when fewer teams are switching firms.
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Middle-class Americans say paying off debt is their top financial priority. Financial advisors say a fixation on paying down debt can hurt in the long run.
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Our redesign makes finding news to grow and scale your firm easier than ever.
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In an ever-expanding and constantly shifting profession marked by messy but important debates, can one of the field's most important organizations keep up with the times?
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Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.
October 31 




