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Known for his “safe and cheap” investing mantra, he distinguished his style from that of Benjamin Graham and David Dodd, the fathers of value investing.
April 18 -
Although their products have won on returns, nearly all the new jobs have gone to men since 2015.
April 17 -
Like selling a car, asset managers can list their products’ specifications, but that isn’t always enough.
April 13
SunStar Strategic -
Assets topped $6 trillion as investors continue to move money into passively managed funds.
April 13 -
A spike in volatility and changes in U.S. tax law are some of the reasons why the firm says clients have moved their money in the quarter.
April 12 -
Making the right hire can ease workloads and free up time to spend catering to clients' needs.
April 11
Symmetry Partners -
Candidates need to demonstrate how they have improved their firm's marketing, technology or operations.
April 10 -
The continued ascendancy of low-cost passive funds puts pressure on compensation overall, particularly in active management.
April 9 -
Data reported by the Investment Company Institute.
April 6 -
Compensation levels rose approximately 7% last year despite mounting industry challenges.
April 6 -
The offering will either directly lend to businesses or invest in the credit of companies facing distress.
April 4 -
The $5.7 billion fund slumped 2.6% in premarket trading after finding itself in the crosshairs of tit-for-tat tariffs between the U.S. and China.
April 4 -
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The convertible bond ETF has its heaviest weighting in the semiconductor industry.
April 3 -
Advisors who should self-report a violation — but don’t — could face enforcement actions.
April 3 -
Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.
April 2 -
Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.
April 2Cruz Consulting Group -
The money manager has been shorting a group of technology stocks, which he’s described as a “bubble basket.”
April 2 -
Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.
April 2
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Demand for financial advisors is rising in Southern California, so to keep up with the latest trends, Halbert Hargrove engages in a compensation benchmarking study twice year.
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