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As proxy season nears, concerns grow around whether the manager is equipped to probe the companies in its funds to a more environmentally friendly line.
March 2
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Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.
February 26
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Both firms have lower advisor headcounts, higher productivity and relocation plans — but Blucora's acquisitions have boosted its wealth management business.
February 26
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Fee wars among asset managers are having small, but notable impacts across the industry and prompting renewed focus on core business.
February 25
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Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.
February 24
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The $180 billion asset manager is moving ahead with plans for actively-managed ETFs that disclose their holdings like mutual funds.
February 19
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The asset manager was stuck at $700 billion in AUM for 18 months. Faced with a grim reality, Franklin made the obvious move: It got bigger in a hurry.
February 19
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The nearly $4.5 billion deal is another case of consolidation in the industry, as firms grapple with falling fees and the rising challenge from managers of index-tracking funds.
February 18
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Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.
February 13
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The BlackRock fund recorded its largest one-day outflow in five years as the sector becomes a political lightening rod for Republicans and Democrats alike.
February 13
