The re-branding efforts reflect that Weiss, Peck & Greer and its funds are now under the Robeco Group umbrella. Accordingly, all ticker symbols and cusips have changed.
The WPG Core Bond Fund (WPGVX) will be known as the Robeco WPG Core Bond Fund (WPGCX). The WPG Tudor Fund (TUDRX) will be known as the Robeco WPG Tudor Fund (WPGTX). And the WPG Large-Cap Growth Fund (WPGFX) will be known as the Robeco WPG Large-Cap Growth Fund (WPGLX).
The baby boomer generation is now in the retirement phase, and many clients want more predictable income and less of a roller coaster with their nest egg.
CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.
LPL says its elimination of positions at Atria Wealth Solutions was always part of its plan to acquire the firm, drawing a sharp distinction with what it's doing with Commonwealth Financial Network.
As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.
They can be illiquid, pricey and opaque, and some advisors say the performance doesn't justify the hype. Others say the assets can offer meaningful advantages.
Experts from a Morningstar conference panel reveal the internal processes that could yield external success in the competition for attention and business.
