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The combined fund, expected to finalize later this year, will retain the Windsor name and continue to focus on large- and mid-cap value stocks.May 7
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Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.March 30
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Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.March 9
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Whether it’s the products they’re developing or the projects they’re leading, the following asset management executives are among the most talented.March 4
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Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.February 4
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Data reported by the Investment Company Institute.February 3
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Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.January 28
CEOStoneShot
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Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”January 10
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Data reported by the Investment Company Institute.December 19
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“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.December 6
