7473 results found
New study: Operational transition in wealth management
News,
… The majority of wealth management firms will prioritise improved … 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 …
Does Your Mutual Fund Manager Have Skin In The Game? These Do
News,
… managers. Funds with at least one manager who has a lot of their own money invested in the fund are more likely to outperform than funds whose managers have little or none of their cash on the line, according to a recent report by Russel Kinnel, director of fund research for Morningstar Inc. …
Questrade Wealth Management Inc. Announces Reduced Fees for Questrade Smart ETFs
News,
… pleased to announce that it will reduce the management fee of the following exchange-traded funds, effective at the commencement of trading on November 1, 2016. Questrade, a leader and innovator in investment …
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 panic, a key reform took …
TD Bank Group agrees to sell its European Direct Investing business to Interactive Investor
News,
… its European direct investing business, through the sale of the shares of TD Wealth Holdings (UK) Limited and TD Bank International … will be no immediate change for the customers of either company. …
Singapore's asset management industry AUM increases by 9%
News,
… Singapore-based asset managers’ combined AUM increased by 9% last year to reach a fresh high of S$2.6 trillion (US$1.9 trillion) as of end December 2015. …
BNY Mellon's Pershing Survey Finds Baby Boomers Biggest Users of ETFs
News,
… Despite the commonly held view that exchange traded funds (ETFs) are … Strategies LLC, finds that investors between the ages of 51-70 who work with advisors are, in fact, the largest users of ETFs, followed by those over the age of 71. …
Department of Labor Conflict of Interest Rule Expected to Boost Advisors' Allocation to ETFs by 65 Percent
News,
… Financial advisors are likely to recommend that their clients increase allocations to exchange-traded funds (ETFs) by 65 percent as a result of the recent Department of Labor (DOL) Conflict of Interest Rule, according to a …
WisdomTree Names Anita Rausch as Head of Capital Markets
News,
… sponsor and asset manager, today announced the appointment of Anita Rausch as Head of Capital Markets, bringing more than 20 years of industry experience to the role. …
John Hancock Investments builds ETF product and sales team
News,
… to its ETF team. Steven L. Deroian has been named head of ETF strategy, reporting to Philip Fontana, head of product development. Michelle M. Fuller and Burns M. … sales team, reporting to Todd Cassler, president of institutional distribution. …