4219 results found
New study: Operational transition in wealth management
News,
… The majority of wealth management firms will prioritise improved operational efficiency and client asset protection in the next 12 months. This is one of the findings of a recent Clearstream-commissioned survey among wealth management firms conducted …
Questrade Wealth Management Inc. Announces Reduced Fees for Questrade Smart ETFs
News,
… Questrade Wealth Management Inc. is pleased to announce that it will reduce the management … of the following exchange-traded funds, effective at the commencement of trading on November 1, 2016. Questrade, a … leader and innovator in investment solutions, has quickly become a top ten provider of ETFs in Canada. …
UBS AG (OUBSF) Invests $1 Billion On Robo-Advisors
News,
… UBS AG (OTCMKTS:OUBSF) is amongst the latest financial institutions to introduce robo-advisors in the wealth management sector. The launch will be …
Do The New SEC Money Market Fund Rules Impact You? Only If You're Very Rich, Unless...
News,
… Two years after the Securities and Exchange Commission voted to impose new rules on money market funds aimed at cutting the risk of a mass exodus out of the funds during a financial …
SC may lower issuance costs for ETFs
News,
… The Securities Commission Malaysia (SC) is considering several initiatives, including reduction in … opportunities and challenges as well as propose recommendations for further growth in the ETF market. …
ESMA consults on consolidated tape for non-equity products
News,
… The European Securities and Markets Authority (ESMA) has issued today a consultation paper on its draft regulatory … of a consolidated tape for non-equity instruments which is required under the Markets in Financial Instruments …
PA ETF Breakfast Oct 6th in London
News,
… Portfolio Adviser ETF Breakfast is a complimentary investment forum developed for senior … and analysts. They are all individuals involved in the decision-making process for the construction of portfolios that …
The future of passive investing – by Bill McNabb
News,
… about the future. I’m not sure who originally said this, but there’s truth in it. So instead of predicting, I’m going to share my vision for the next 20 years. And that is investors getting a better deal. …
Vanguard Asks SEC to Approve an Active ETF for U.S.
News,
… Vanguard Group is making another bid to launch a new stripe of investment … The giant money manager asked the Securities and Exchange Commission for permission to introduce funds that are run by …
Robo advisors may have too much control over your portfolio
News,
… Automated investment services, known as robo advisors, are designed to give ordinary investors sophisticated portfolio management at a low cost. What these investors might not know is how much control robo advisors can have over their …