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Perspectives on the state of asset management from industry leaders and experts.
June 14
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ETFs are product of choice as 83% of advisers say they currently hold them in their portfolios or are recommending them to clients in the future, according to a recent survey.
June 10
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The regulator says that it issued a notice in 2009 to broker-dealers regarding the risks and complexities of nontraditional ETFs. FINRA says Oppenheimer failed to implement these policies.
June 9
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Investors poured an estimated $144 million into the Janus Global Unconstrained Bond Fund in May.
June 9 -
The proliferation of asset management firms and the growth of individual funds have forced managers to maintain too many positions and undermined returns said AllianceBernstein CEO Peter Kraus.
June 7 -
Eaton Vance added its name to the growing list of asset management giants buyinginto robo advice platforms, reinforcing the industry view that digital is a distribution channel for the future.
June 6 -
The S&P 500 Equal Weight Index is up 19% since equities bottomed in February, beating the conventional benchmark by the widest margin since 2013.
June 6 -
Quantum Advisors, which picks Indian stocks for Norways $860 billion wealth fund, says investors should stay away from index investing in Asias fourth-biggest market.
May 31 -
Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.
May 26
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The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.
May 24
