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The products invest in private equity, hedge funds and real estate for the bank’s wealth management arm.
March 15
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Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.
March 13
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New regulated products from the company will cover the full crypto spectrum, its CEO says.
March 12
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The RIA divisions of Raymond James and RBC are also among the companies that self-reported.
March 11
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The new product is expected to be the lowest-cost in the category.
March 7
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The renamed Janus Henderson Absolute Return Income Opportunities Fund reflects a “team entity, not a single manager,” new lead manager Nick Maroutsos says.
March 6
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The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.
March 5
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The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.
March 5
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The development is part of an intensifying price war and focuses more attention on the specter of zero-fee funds.
March 4
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Data reported by the Investment Company Institute.
March 1
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Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.
March 1
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The onetime king of the bond market doesn’t blame his personal ordeals for poor investment decisions; in fact, he says, they probably made him better.
March 1
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The transparency of a fee charged to other fund firms for use of the platform is allegedly questioned.
February 27
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Beacon Capital is shifting to the manager’s sector products after volatility late last year prompted it to sell stock funds and hole-up in debt.
February 22 -
The IBD is one of three dozen firms the regulator has accused of failing to provide sales-charge waivers to eligible retirement plans and charities since 2015.
February 21
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A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.
February 21
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The firm’s acting head has cut jobs and merged teams to reign in withdrawals that began after manager Tim Haywood’s suspension, who was dismissed Thursday.
February 21
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The race to zero may be reaching its natural limits.
February 21
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The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.
February 20
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Since the financial crisis, many managers pivoted from making money to playing defense.
February 19
