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New platform upgrades seek to aggregate data and address client concerns.
November 28 -
The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.
November 27 -
Industry headwinds from costs and fees remain as relentless as ever.
November 20 -
The new factor-based products will extend the manager’s focus on data-driven investing.
November 5 -
Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.
November 5 -
An index of asset managers and custody banks has lost almost a quarter of its value this year.
October 30 -
The deluge into the retail-friendly vehicles comes as the S&P posted declines in 19 of 24 days since peaking in September
October 25 -
ESG ETFs currently hold a combined $6 billion in assets. The firm expects that will grow to $500 billion in the next decade.
October 24 -
Outflows were offset by the firm’s iShares ETF business, which saw net inflows of $33.7 billion in the period.
October 16 -
The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together.
October 3 -
One of the firm’s corporate bond funds is down 4.3% this year, while another has lost 5.4%.
October 1 -
Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.
September 25 -
While sector holdings previously were pretty similar among issuers, distinctions as a result of the shuffle are expected to be stark.
September 21 -
Don’t ignore that every generation is into ESG-type issues when they are young.
September 18 -
The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.
September 12 -
A growing chorus of firms such as Fidelity, Citigroup and Goldman Sachs have announced plans for a variety of services around cryptocurrency trading.
September 11 -
Fees were nearly half the price of the top-performing active funds.
September 4 -
The fund hasn’t seen a day of inflows since June.
August 27 -
Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.
August 24 -
The liquidations are part of an ongoing process to ensure its products meet their clients' evolving needs, the firm says.
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