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The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.
September 11
Dynasty Private Wealth -
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While the industry scores relatively low in its digital capabilities, firms that invest in technology are growing nearly twice as fast as their peers.
September 7 -
To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.
August 29 -
The liquidations are part of an ongoing process to ensure its products meet their clients' evolving needs, the firm says.
August 23 -
As some investors flee emerging markets, others see deals. Here’s what advisors should know.
August 22 -
These expense ratios were closer to the average fund fee in 1996.
August 15 -
Gambling is fun, but it’s not a sustainable long-term strategy.
August 15 -
Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.
August 14
Wealth Logic -
Data reported by the Investment Company Institute.
August 10 -
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The IBD network disclosed the renewal of its clearing agreement, along with three firms’ intention to self-report possible mutual fund violations to the SEC.
August 8 -
Many sectors have rallied the past decade, but tech and health care outperformed.
August 8 -
The difference between 0.03% and zero will prove to be bigger than three basis points.
August 3 -
The biggest losers so far? High yield bond and large value products.
August 1 -
The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.
August 1











