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The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.
May 22 -
As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.
May 22 -
The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.
May 22 -
Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.
May 21 -
The new strategy will focus on long-term ownership of income-producing companies, not unlike Warren Buffett’s buy-and-hold style.
May 18 -
“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.
May 17 -
One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.
May 17 -
Banks such as UBS aim to offer money managers refuge from jittery markets by combining bonds with more exotic options.
May 17 -
As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.
May 16 -
An inside look at which firms are attracting assets and advisors.
May 15