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The chair warned that fund companies using predictive analytics need to ensure the technology places their clients' interests first.
March 3 -
A union with nearly 2 million members and other progressive groups say the four giant investment firms "effectively blocked action" on shareholder proposals.
February 27 -
Liquid assets have often ended up at big banks or in sweep programs, which look much less attractive for clients' yields every time the Fed raises interest rates.
February 22 -
Analysts from Dimensional, Dynasty and eToro say the worries about a recession have yet to come to fruition in 2023.
February 15 -
The industry veteran explained at Future Proof why more financial advisors and their clients are looking outside traditional markets.
February 14 -
More than one-third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.
February 14 -
The low-cost, passive manager is also opening up separately managed accounts to its ETFs for the first time.
February 8 -
The impact management firm passed $100 million in assets in its Social Justice All Cap Global ETF in 2022, less than two years after inception.
February 6 -
A collaboration between GTS Securities and JKBX enables customers to tap into the lucrative and growing number of catalogs and song rights changing hands.
February 6 -
Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.
February 3Advisor360°