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“It’s no longer about coming to market and getting funding with some kind of novel pitch and seeing if it sticks,” says an industry analyst.January 22
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The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.January 17
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The firm's chief Eric Clarke says there are multiple suitors.January 16
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The SEC examined approximately 2,180 RIAs in 2019.January 16
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Advisors should be increasingly aware of how banks are shaping client expectations.January 15
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Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.January 15
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The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”January 14
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Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.January 13
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Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”January 10
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Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.January 10
Chief Investment OfficerMomentum Advisors
