Junxure Enhances Its Cloud CRM
Enhanced version of Junxure Cloud CRM features new user experience, additional integrations and new pricing. On the way: benchmarking.
Watch Out, Gundlach: Bond King Gross Could Rise Again
Study showing "bond king" alpha declines as AUM rises suggests Gross can rise again via his new fund — and that Gundlach should beware.
Gene Fama to Keynote 5th Annual Morningstar ETF Conference
Strategic beta, emerging markets, active management and alternatives are among this year's topics, as well as a keynote presentation from economist and Nobel laureate Eugene Fama.
Triad Advisors Targets Smaller Reps With New RIA Platform
Program aims to support hybrid advisors looking to boost business and minimize regulatory headaches.
New Hire Roundup: Altegris Names Murphy Deputy CIO
Also in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
Asset-Backed Lending: Short Loans, Steady Profits
Savile Finance Group offers an investment product that addresses the lack of return on fixed income with a direct lending asset-backed strategy.
New Hire Roundup: BNY Mellon Announces Organizational Changes
Commonfund's president and CEO Verne Sedlacek will step down; Sarr to head ESG investing at Northern Trust Asset Management.
Top Portfolio Products: New MLP Fund From Salient
Covestor to launch no-management-fee ETF portfolios; Redhawk Wealth adds SCANalytics.
A Peek Behind the Robo-Advice Curtain
How’s this for marketing? You tell me what you own, I’ll find funds that performed better and call the difference your “lost earnings.”
New Hire Roundup: Curian Capital Names Czaicki CIO
Also, the SEC brought in Stephanie Avakian as deputy director of enforcement.