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If rule isn’t scaled back, the lower tier of advisers has a rough road ahead. Their “future isn’t what it was in the past.”
March 1 -
It’s not just about consumer advocates and advisers; there’s another side to the issue that’s not getting the attention it deserves.
March 1
Employee Benefit News and Employee Benefit Adviser -
The firm lowered its online retail trade commission from $6.95 to $4.95 about 10 hours after Fidelity announced similar reductions.
March 1 -
The world's largest money manager is offering buyouts to 3,000 veteran employees.
March 1 -
The Northern Lights funds exclude companies that clash with their religious wrappers.
February 28 -
Online pricing for trading in U.S. stock and ETFs is 50% lower than some competitors.
February 28 -
The move is good news for money managers looking to tap into emerging stocks and equities in Europe after run-ups in both over the past year.
February 27 -
After years of underperformance, hedge funds are facing a revolt by endowments, pensions and other institutional investors.
February 27 -
Following the brief surge, White House officials deny that Gary Cohns statements on the Trump administration's plans were ever made.
February 24 -
Third Point founder Dan Loeb remains optimistic about future growth despite his offshore fund trailing the S&P 500 every year from 2013 to 2016.
February 24 -
The Brevan Howard and similar macro products have felt pressure to boost returns amid low-rates, central bank interventions and high fees.
February 24 -
At $81 billion, the iPhone maker's market cap this month alone exceeds the value of 85% of the S&P 500.
February 23 -
Silver futures have climbed 13% this year as their more expensive cousin gold rallied amid uncertainties over President Trump's policies.
February 23 - Money Management Executive
The firm offers a "health warning" that fees be included in all funds, noting that high costs associated with active products have led to underperformance.
February 22 -
Such wagers can only be settled in Bitcoin, on the BitMEX, which offers the ability to trade certain cryptocurrency derivatives with "up to 100x leverage."
February 21 -
Investors snapped up the metal as a store of value amid concern that the president's fiscal policies will bloat government debt.
February 21 -
Blooom CEO Chris Costello says the firm will not develop a white labeled version of its offering, as other robos have done with their platforms.
February 17 -
A surge in M&A is expected as a result of President Trumps plan to cut taxes on companies offshore earnings from the current 35% to 10%, experts say.
February 17 -
While his views are not universally accepted, the question of whether you can successfully time smart beta is likely to get bigger as the ETFs proliferate.
February 16 -
The money manager is betting on a yuan-denominated note rally in the second half of 2017 and that foreign-investor interest could double in five years.
February 16


