Private Funds for Retail Investors Jump to $350B: Morningstar
By Silla BrushYet the average annual expense ratio for semi-liquid funds is 3.16% vs. 0.97% for active mutual funds and ETFs.
June 24, 2025
House Passes Bill to Expand Accredited Investor DefinitionThe bill freezes the financial thresholds and allows investors with certain education or experience to be considered "accredited."
June 23, 2025
Advisors Sue Focus Financial Over 'Staggeringly Overbroad' RestrictionsEnforcement of the covenants would essentially bar the advisors, who resigned, from continuing in the industry, they argue.
June 23, 2025
Northern Trust Commits to Staying Independent After BNY ApproachA tie-up would bring together two of the largest custodian banks in the world.
June 23, 2025
12 Insurers That Sold the Most RILAs in Q1These are the hottest issuers in one of the hottest financial services sectors.
June 23, 2025
Advyzon, Nitrogen Partner to Boost Advisor EfficiencyThe tech firms are collaborating to deliver an integration of risk analytics and portfolio management.
June 23, 2025
Elevation Point Stakes $2.5B Ex-UBS TeamA 12-member group in Louisiana just sold a slice of its recently formed RIA.
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.