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Still, clients continue to invest their assets into the industry’s cheapest funds and are saving billions as a result.
June 17
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As asset managers launch funds with this new structure, lack of familiarity may hinder advisors’ adoption of them.
June 12
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"It's now June and if you’ve been on a deserted island for the last five months you couldn’t have fathomed the movements we’ve seen," an expert says.
June 10
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Wild market swings have given many active managers a rare respite after a decade-long battle against the rise of passive investing.
June 5
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It’s the regulator’s largest restitution order this year.
June 4
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The decade’s top performers also outpaced broader markets over the short term.
June 3
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The results were “not just predicated on expense ratios,” an expert says.
May 27
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“Just because someone’s charging 1% doesn’t mean you should take them off your list,” an expert says.
May 20
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As liquidity disappeared amid the coronavirus-sparked mayhem, veteran fixed-income portfolio manager Gemma Wright-Casparius saw opportunities.
May 20
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Many financial advisors aren’t aware of serious conflicts of interest affecting the majority of retail clients, Northeastern University Professor Nicole Boyson says in a Financial Planning Podcast.
May 19
