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One fund traded more than 800,000 shares in August, its second-largest monthly volume since inception.
September 5 -
The Fidelity Zero Total Market Index Fund attracted $753.5 million through Aug. 31, while the Fidelity Zero International Index Fund gathered $234.2 million, according to Fidelity’s website.
September 4 -
After two to three years into recovery from the region’s 2015-2016 downturn, one manager says there’s a rising chance of a shortened economic cycle.
September 4 -
Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.
September 1 -
Just over half of all asset managers either have or are planning a “limited” number of machine learning initiatives.
August 31 -
Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.
August 29 -
The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.
August 27 -
The fund hasn’t seen a day of inflows since June.
August 27 -
The cuts are said to range across several businesses in the group.
August 23 -
Investors moved nearly 2 million shares worth $55 million into two SPDR funds in a matter of hours.
August 22 -
When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.
August 21 -
With $145 million of net inflows, the fund is on track for its best month since June 2017.
August 21 -
Elkhorn Capital is being sued by investors who say its founder misrepresented a marketing relationship with Barclays.
August 20 -
Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.
August 15 -
Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.
August 14
Wealth Logic -
The legendary manager’s Unconstrained Bond Fund ended July down almost $1 billion from its February peak.
August 10 -
State Street and Goldman Sachs are planning a series of funds that would invest in everything from robotics to deep-sea exploration.
August 9 -
I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.
August 9
Financial Planning -
The shift in strategy comes as central banks move away from policies that have buttressed markets since the financial crisis.
August 8 -
To get back into investors’ good graces, funds have had to alter traits like their liquidity, fees and even their overall structure.
August 7




















