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Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.October 9
CEODelta Data -
If approved, the fund would be the first in the U.S. to follow a quantitative approach that allocates across asset classes based on risk.August 20
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If reached, the deal would precede a potential IPO of the $52 billion firm, which oversees asset allocations of domestic and offshore pension funds.August 8
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Asset managers are embracing new distribution technology, big data and alternative investment strategies.August 2
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The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.July 26
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370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.July 25
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Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.July 22
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The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.June 19
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The No. 1 IBD has stopped offering the higher-yield funds in its automated bank deposit programs, but it notes they’re easily accessible in investment accounts.June 19
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The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.June 12
