4593 results found
Morningstar assigned new analyst rating to 50 U.S. Funds; upgrades five Funds; downgrades eight funds in December 2017
News,
… published a summary of Morningstar Analyst Rating™ activity for 133 U.S. mutual funds that occurred in December 2017. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The …
Inside ETFs Asia
Event,
… ETFGI is pleased to partner with Inside ETFs for the upcoming conference in Hong Kong. ETFGI clients receive a 20% discount off registration for the conference. Note the event is free for portfolio …
Wealthsimple for Advisors partners with ETF pioneer Forstrong Global Asset Management Inc.
News,
… Wealthsimple for Advisors, the dedicated platform for financial advisors by Canada's leading online investment …
Stifel deal for Barclays unit would amp up ambitions to attract elite advisers
News,
… If Stifel Financial Corp., reportedly in negotiations for Barclays Plc's U.S. wealth management unit, can close the deal, it could provide a template for that acquisition-hungry firm to compete for an elite group of advisers who court the …
Black Creek Group Announces New Marketing Head
News,
… strategy. Ms. Grubbs most recently served as V.P.-Marketing for a division of Fidelity Investments based in Denver, where she was responsible for firm-wide marketing of its sector investment products and oversaw marketing for the launch of its ETF division and proprietary ETF …
BlackRock names Swiss head of iShares
News,
… Ed Gordon as its new head of iShares and index investing for Switzerland. Gordon, who will take up his new role in … from UBS where he has worked as head of wealth management for Israel since 2014. The dual Swiss-British citizen has also worked for Credit Suisse and Lombard Odier across portfolio …
Firstrade Moves To Free Online Trading - Stocks, ETFs, Options, Mutual Funds
News,
… Inc., a leading online brokerage firm, has eliminated its commissions for all stocks, exchange-traded funds (ETFs), options and … requirements. The move is part of Firstrade's ongoing commitment to offer the best investment choices for …
Defiance ETFs Names Former BlackRock Executive Paul Dellaquila as Global Head of ETFs
News,
… Dr. Tom Bowles, PhD, has been named Director of Research for the firm. In his new role, Mr. Dellaquila will be in charge of distribution and product development for Defiance ETFs. The firm has also filed for a number of other ETFs, also focused on disruptive …
Global Distribution Symposium
Event,
… This conference is key for any Asset Manager who is interested in global distribution in a post-Brexit world; for both classic funds as well as alternatives. It promises … successful fund distributors. Highlights of the agenda for this full day conference include: European Cross …
RIA - ESG Symposium: Proxies, Policies & Taxonomies
Event,
… Join us for the RIA’s 2021 ESG Symposium: Proxies, Policies & Taxonomies for up-to-the-minute insights on key issues and trends … taxonomy and the CFA Institute’s ESG Disclosure Standards for products. The symposium will cover these issues and more …