-
The asset manager's flows are down 42% year-over-year. The industry: 50%.
July 6 -
Older clients have more assets, but younger investors are leading the digital charge.
July 6 -
Single-day drops are 20% bigger on average than gains, the widest gap in seven decades.
July 2 -
The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.
June 29 -
Returns over the past decade have been stellar, but capital preservation is a concern.
June 29 -
This environment allows advisors to demonstrate their value to clients.
June 29Veritas Private Wealth Management Group at Snowden Lane Partners -
Rising yields coupled with relatively high hidden fees could lead to underwhelming returns.
June 28 -
The framework targets so-called plain vanilla funds, yet leaves in place a more laborious path for firms wishing to list complex products.
June 28 -
The only other fund of its kind has $269 million in assets, a figure that’s ballooned roughly 1,700% this year.
June 27 -
An ETF expert suggests active management is the key to success in the current environment.
June 27