Banco Popular de Puerto Rico

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.

July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.

July 31: Being a good judge of character is a central ingredient, the co-founder of LM Capital says.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.

Sept. 4: As managers acquaint themselves with the AI and automation industries, one firm has been deeply invested in the burgeoning field.

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.