BofA, Merrill Roll Out AI Tech for Advisor-Client Meetings
By Dinah Wisenberg BrinThe program provides prep materials, summaries and next steps, potentially saving advisors hours per meeting.
April 18, 2025
Schwab and Others Bet on Tax-Savvy ETFsAt stake is a fund model patented by Vanguard that helped it save clients billions on taxes.
February 03, 2025
Crypto and Your Clients: New Funds, More Demand, Still Lots of RiskAs new crypto vehicles emerge and enthusiasm keeps growing, more advisors are adding digital assets to portfolios.
January 15, 2025
BlackRock Gets Record Client Cash, Revamps Leadership TeamThe $641 billion in client cash tally included $390 billion flowing into its ETF business overall last year.
January 07, 2025
Big-Tech Love and Fear Fuel Record Boom for Invesco ETFsStill, the firm was a distant third behind Vanguard and BlackRock in terms of 2024 asset flows.
January 02, 2025
BlackRock, PGIM Add to Buffer ETF LineupsThese funds, also known as defined outcome ETFs, now have nearly $50 billion in assets.
December 30, 2024
BlackRock’s Bitcoin Fund Became ‘Greatest Launch in ETF History’In just 11 months, iShares Bitcoin Trust grew to a behemoth with more than $50 billion in assets.