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Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.11h ago
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The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.January 22
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Macro funds, which invest in broad global trends, had the biggest disparity.January 22
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Retirees may benefit from moving money to various locations that offer better savings rates and returns.January 21
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To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.January 21
CEOSondhelm Partners
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Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.January 21
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The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.January 17
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Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.January 15
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David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.January 14
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Protesters and nonprofits are ramping up criticism of the largest fund managers for what they say is insufficient action around the global environmental crisis.January 10
