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Data reported by the Investment Company Institute.
December 19 -
Trading venues have clubbed together to attack the latest European effort to curb what they charge clients for data.
September 10 -
This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.
July 12 -
For clients’ portfolios that need international diversity, these funds focus on the region.
July 9 -
Players on both sides of the fence are being forced to rethink past practices.
June 11
Tourmaline Partners -
The drop in wealth was equivalent to the GDP of Italy.
March 26 -
Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.
January 16 -
It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.
January 16 -
The growing number of independent financial advisors could spell trouble for traditional RIAs, says the head of the national advisory firm.
January 9 -
A member-owned market is the wrong response to rising fees.
January 8 -
By sending orders to an exchange they own, banks and brokers presumably can save money on trading costs.
January 7 -
The loss erases eight years of earnings since the asset manager went public.
December 13 -
Inversions have occurred seven times since the early 1950s and all but one of those instances preceded equity gains.
December 6 -
Things haven’t been this bad since Richard Nixon’s presidency.
December 6 -
The $7.5 billion fund’s comeback comes as the spread between 3- and 5-year yields slid below zero for the first time since 2007.
December 5 -
In the Treasury market, all eyes remain on the yield curve after three-year yields climbed above those of the five-year bonds.
December 4 -
Price moves have become more pronounced among the companies managers expect to rise.
December 3 -
Fed Chairman Jerome Powell's dovish comments revived global demand for riskier assets.
November 29 -
The SEC may have had good intentions, but the guidelines have distorted markets and reinforced the allure of companies that forego the IPO.
November 16 -
“There’s just right now a heightened sensitivity to what can go wrong,” one strategist says.
October 24


















