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Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.
June 7
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After yanking $719.9 million from a technology fund in May, investors poured $1.78 billion in one day to another fund in the sector.
June 7
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Although the funds experienced a combined $586 billion in outflows over the last two years, this segment reported inflows of $41 billion.
June 7
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More advisers usually means more overall revenue, but not always. See how the TPMs compare on both metrics.
June 7
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Bankers and analysts are saying the fiduciary rule may weed out all but the top-tier advisers. Should you be worried?
June 7
Employee Benefit News and Employee Benefit Adviser -
Spoiler alert: LPL has the highest AUM. That's no surprise, but where do the others rank? Scroll through to find out.
June 7
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While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.
June 7
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The long merger trend among the broker-dealers behind the bank channel is likely over, and new banks are not joining the channel in a major way. Where will TPMs find growth?
June 7
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In a fiduciary world, well-designed digital advice will outperform humans, argues a UPenn legal expert.
June 7
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Facial recognition software is more efficient and accurate than any questionnaire, says the IBD's chief executive, Robert Moore.
June 7
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Planners who lack this vital skill may not provide the best guidance to clients.
June 7
Lightship Wealth Strategies -
Prudential’s asset management unit is taking a different approach as firms like Vanguard are forcing industrywide retrenchment.
June 6
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Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.
June 6
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Top industry headhunters share their insights on what the evolving landscape has in store for brokers switching firms.
June 6
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The Swiss firm picked up a team that oversaw approximately $900 million in client assets.
June 6
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The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.
June 6
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The new hire will oversee the private banking and investment management services Umpqua offers to the high-net-worth.
June 6
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These firms reported the highest share of accounts topping $100,000.
June 6
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"They like what we do. They like the capabilities. They like the technology we have," he said of the clients drawn to the bank's wealth management platform.
June 6
