Top 15 Institutional ETF Holders
The common belief that ETFs are a retail instrument is a misconception, a Deutsche Bank report says.
American Century Grabs Ex-Wilshire Exec to Roll Out Liquid Alts
Cleo Chang will be in charge of the fund firm’s introduction of liquid alternative mutual funds expected later this year.
Envestnet Acquires FinTech Company Finance Logix
Envestnet will continue to support Finance Logix's standalone financial planning software model for existing and new clients and will create a new, integrated platform.
Top Portfolio Products: RiverPark, Saturna Roll Out New Funds
Other groups add high-net-worth solutions, certificate programs and more for advisors.
What Will Be Your Legacy?
A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
Personalized Portfolios Are Under Attack
Robo-advisors and target-date funds are lulling investors into a "fairyland view of investing," and only human advisors can save them, Ron DeLegge says.
LPL Adds 2 Execs to Fortigent in Reshuffle
Tim Knepp and Matthew Peterson come on board to boost the indie broker-dealer’s high-net-worth platform.
Top Portfolio Products: T. Rowe Adds Bond Funds
Hennion & Walsh roll out a sustainable investing trust, and truIndependence introduces an RIA platform.
Qatar’s New Diversification Fund Attracts Investors
If ever there were an example of investing internationally to reap the benefits of diversification, perhaps Qatar’s new venture is a shining example.
Some RCAP Sales Agreements Reinstated; Schwab, Fidelity Ease Ban
RCAP says that 70-plus selling agreements “have been reinstated to date.”