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Once advisors have this conversation with clients, it can turn into a powerful referral source, says Rob Kron, head of investment and retirement education at BlackRock.

Clients are wary about investing in companies that might never develop a product beyond the R&D stage, says ROBO Global’s CEO.

Data reported by the Investment Company Institute.

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

Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.

The change is attributed in part to the cost of managing dividends.

USAA Capital held over $513 million in market value of the Wall Street giant’s large-cap, emerging market and international ActiveBeta funds.

Some firms are hiring more analysts and salesmen in hopes for a windfall from the rules.

These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.

In addition to launching new smart beta funds, the firm may look to expand into “a whole host of different asset classes,” according to one executive.

The number of annual new SEC registrations has jumped by 150% since 2000.

Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.

The new European Union rules were discussed on 50 earnings calls since BlackRock reported results on July 17, up from 17 mentions in May and June.

Jeffrey Sherman’s bond fund returned 14% on average over the last three years, besting 99% of all large-cap value funds tracked by Bloomberg.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.