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The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.11h ago
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The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.September 19
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The strategies will invest in corporate bonds and large companies that issue high dividends, or have a growth or value tilt, documents show.September 19
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The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.September 18
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At 84 basis points, the average expense ratio is over 40 basis points pricier than what investors paid on average last year.September 18
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Unexciting and less-filling, financial planning technology allows “craft” advisors to keep moving up the value chain.September 18
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To attract clients, digital-first advice firms are borrowing tactics from incumbents and putting a spin on traditional industry offerings.September 18
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The firms broke with Climate Action 100+, a group of money managers overseeing more than $33 trillion, during this proxy season.September 18
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Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.September 17
