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The No. 1 IBD has stopped offering the higher-yield funds in its automated bank deposit programs, but it notes they’re easily accessible in investment accounts.
June 19 -
The fund company has added more than $50 billion this year, mostly from inflows.
December 10 -
The industry is imagining more vibrant, more agile and more inclusive processes that deliver results, says Confluence CEO Mark Evans.
July 16Confluence -
The firm plans to expand access to its line of low-cost funds to roughly 1,800, including those from BlackRock, Schwab and SSgA.
July 2 -
Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.
February 9 -
The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.
January 19 -
Advisors should not overlook client savings accounts as idle funds.
December 20MaxMyInterest -
Dec. 4: The asset management and wealth management space posted 35 deals worth $2.4 billion in total activity in the third quarter.
December 1 -
Nov. 6: Platforms like FundKeeper are aimed at helping retirement account advisors comply with the DoL’s fiduciary rule.
November 3 -
Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.
October 27