6521 results found
Trump Executive Action Takes Aim At Dodd-Frank, Investor Protection Rule
News,
… implementation of a rule that requires financial advisers to act in the best interests of their clients, according to a senior administration official who briefed reporters on …
INSIGHT-Vanguard price cuts rattle the brokers who sell its funds
News,
… Group, which in 40 years became the biggest mutual fund company by selling low-priced, market-matching funds, is competing with some of its best customers - the brokers and advisers who funnel client assets …
Studies: Robos Need More Regulatory Review. Barron's
News,
… New research raises doubts about regulators’ ability to properly monitor whether robo-advisors are acting in their clients’ best interests, InvestmentNews reports. …
Great Place to Work and FORTUNE Name OppenheimerFunds One of the Best Workplaces in New York
News,
… Inc., a leading global asset manager, announced today its place among the top 25 Best Large Workplaces in New York by Great Place to Work and Fortune. …
72nd CFA Institute Annual Conference
Event,
… Join the 72nd CFA Institute Annual Conference to learn how disruption is affecting the global investment profession, and how to harness its opportunities and approach its challenges – enabling you to stay current and best serve your clients’ needs in this rapidly changing …
Why the shift to passive investing?
News,
… When looking at what is driving the shift towards passive investing, I’d first of all like to say I … of your portfolio, you look at which investments will best fulfil those allocations. Many money managers prefer to … Since the recent financial crisis, investors have become more aware of the impact these expenses can have on …
How to get the best from your ETF
News,
… $61.6bn by the end of Q3, industry experts discuss the best ways to deploy ... …
PassiveBeat: Planning by humans still has real value
News,
… What is the real point of a financial adviser? To educate clients in the ways of finance - even if the adviser's raking in commission? Or get the best investment products at the lowest cost? …
Defiance Launches RKTL: The First Daily 2X Long ETF for Rocket Companies, Inc.
News,
… MIAMI, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced the launch of the Defiance Daily Target 2X … who seek magnified, short-term bullish exposure to Rocket Companies, Inc. (NYSE: RKT). By seeking to deliver 200% of … platform designed to simplify and automate the home buying, refinancing, and personal finance process. Rocket …
5th Annual ETFGI Global ETFs Insights Summit - Latin America
Video,
… held under the Chatham House Rule, participants are free to use the information received, but neither the identity … and Opportunities Moderator: Mo M'Rabti, Chief Commercial Officer FMCs, Euroclear SA/NV Pablo Bernal, CFA, … Sales, AXA Investment Managers 3. Trading of ETFs – Best Practices When Trading Local, US, and UCITS ETFs …