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Both already use the fintech company’s technology to market their products to advisors.
November 9 -
“I admit I’m nervous about how our clients will react,” AQR's Cliff Asness wrote following the worst run in global equities in six years.
November 8 -
Sentieo is a financial research platform that allows analysts to do financial research, annotate documents and collaborate with colleagues all within the same software.
November 7 -
The good times in munis aren’t likely to last as the Fed’s push to boost interest rates will hamper future results, an expert says.
November 7 -
CEO Jamie Price and other executives met with some 1,000 prospective advisors after inking one of the largest M&A deals in the IBD space this year.
November 6 -
The sector historically has been “resilient to economic downturns,” ProShares wrote in the new fund’s prospectus.
November 6 -
The new factor-based products will extend the manager’s focus on data-driven investing.
November 5 -
A total of 86 publicly traded companies approved new repurchase plans so far this year. That’s nearly twice as many as all of 2017.
November 2 -
The insurance-related securities market has grown as pension and hedge funds seek diversified bets less tied to interest rate or stock market swings.
November 1 -
There’s been an uptick in asset managers building ESG analysis into their investments this year, while more have shunned firearms holdings.
October 31 -
An index of asset managers and custody banks has lost almost a quarter of its value this year.
October 30 -
Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.
October 29 -
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With the number of U.S. indexes far outstripping stocks, anxiety is mounting over whether the funds artificially inflate share prices, fueling bubbles.
October 26 -
The deluge into the retail-friendly vehicles comes as the S&P posted declines in 19 of 24 days since peaking in September
October 25 -
“There’s just right now a heightened sensitivity to what can go wrong,” one strategist says.
October 24 -
ESG ETFs currently hold a combined $6 billion in assets. The firm expects that will grow to $500 billion in the next decade.
October 24 -
Indexes typically tracked by the funds are often excessively allocated to Treasurys and mortgage-backed securities.
October 23 -
One VanEck fund had $574 million of outflows, the most since June and almost 40% of its assets.
October 23 -
The Wealth Enhancement Group has reached $9.7 billion in client assets under a slew of M&A deals and substantial organic growth.
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