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The decommissioning of redundant measures outweighed the creation of new benchmarks, according to a new report from the Index Industry Association.
October 16 -
Geopolitical friction and a slowdown in global economic growth have boosted the metal’s demand despite signs of recent wavering.
October 15 -
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Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves
October 10
Mercer Advisors -
The change, the regulator says, will facilitate greater competition and innovation in the ETF marketplace, leading to more choice for investors.
October 10 -
“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.
October 9 -
The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.
October 9NICSA -
Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.
October 9
Delta Data -
“We need someone with a deep understanding of BlackRock, our business and, above all, our culture,” CEO Larry Fink wrote in a memo.
October 8 -
Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.
October 8 -
More than 70% of U.S. ETF assets are in funds that charge 2 basis points or less, data show. But free isn’t an automatic ticket to success.
October 8 -
For its annual NOVA awards, NICSA recognized asset managers and executives for operational excellence and product development.
October 7 -
Studies purport to have proven both that socially responsible investing hurts returns, and that it can boost performance.
October 7 -
In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers.
October 4
Life Planning Partners -
The asset managers and a U.S. family office collectively bought a 14.4% position in the company ahead of its IPO, a person familiar with the matter says.
October 4 -
Four erroneous beliefs cause many new planners to fail.
October 3Momentum Advisors -
“I do not meet anyone in person and that's intentional,” says one financial advisor.
October 3 -
The cost savings of peer-to-peer trading could prove appealing in a world where profits are being squeezed by a race to the bottom on fees.
October 3 -
Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.
October 2 -
Financial market data — unlike photos or road traffic information or chess games — is finite, and the algorithms can learn only from past performance.
October 2

















