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The five-month-old fund from Tabula Investment Management just became one of the largest of its kind after taking in $68 million last week.September 24
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The fund’s losses stem from bearish wagers on global interest rates, according to a person familiar with the matter.August 29
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Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.August 27
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Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.August 26
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The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.August 21
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“There are too many negatives at this point. What Trump is saying and what the Fed is saying is no longer enough,” an expert says.August 14
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Do stock market swings mean new opportunities for financial planners?August 14
Chief Investment OfficerMomentum Advisors
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While bond investor anxiety previously focused on how the funds respond to abrupt withdrawals, skeptics are now homing in on secondary trading.July 25
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A new report asks whether the products have the potential to spark another crisis despite being created at the urging of the SEC to reduce risk.July 15
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The firm has shed fund holdings in defensive sectors such as health care and consumer staples.July 11
