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Both were adamant with House Democrats that their businesses have helped small-time investors access markets that were long the domain of Wall Street.
February 18 -
Just one of the leading 20 mutual funds and exchange-traded products eked out a gain this past decade.
February 18 -
The 20 funds in this ranking carried an average expense ratio of more than twice the broader industry.
January 27 -
The biggest losses this year came from sectors that suffered the most in lockdown.
December 29 -
Join Jim McKelvey, co-founder of Square as he offers his insights into where the Fintech industry is headed next year. Will a Biden administration insist on greater regulation? What will happen in the cryptocurrency markets? What will be the big IPOs in the sector? Will GooglePlex make a big splash? What new technologies or applications should we be expecting?
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Maybe not, says FINRA — but if you’re IM’ing, using slides during the virtual meeting, or recording it, probably yes.
November 25 -
In the first episode of the five-part documentary series, we look at how disparities in net worth and mortgage discrimination impact Black home ownership — and why it's impossible to close the gaps without attacking systemic racism.
October 26 -
This five-part series is a comprehensive effort to explain the racial discrimination Black Americans face in our financial system.
October 23 -
A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.
September 23 -
It’s the latest dramatic twist in the story of USO, which was at the center of the storm as crude prices plunged earlier this year.
August 20 -
If clients “looked just three months ago, these numbers would be glaringly different,” an expert says.
August 10 -
A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.
July 27 -
Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.
July 23 -
“No one could have envisioned what this virus was going to do to the commercial real estate space,” an expert says.
July 22 -
Today's near-3% rate is pretty extraordinary. If you don’t have a professional loan advisor in your network, now is the time to get one, writes our columnist.
July 21
Mercer Advisors -
The number of pending sales dropped annually in 17 of the top 35 metro areas, data show.
June 30 -
The $4.9 billion fund has come under close scrutiny as crude’s rapid plunge forced it to quickly shift some of its giant positions on short notice.
June 15 -
The $4.64 billion fund lost 75% of its value in two months.
May 29 -
A planner's casual query about his workspace prompted a rousing discussion in an online chatroom. The conclusions that emerged suggest a reimagined physical and virtual space for planners to meet clients.
May 27SEI -
From the Midwest to mid-Atlantic, here's a look at 12 housing markets where first-time homebuyers find the most affordability, according to NerdWallet.
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