4791 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 … today. Firstrade customers will now be able to trade for free with no time restrictions, no limits on the number …
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 …
OppenheimerFunds Recognized by Fatherly as a Best Place to Work for New Dads
News,
… was today named one of Fatherly's 50 Best Places to Work for New Dads. Fatherly, a digital lifestyle guide for parents, worked with Stew Friedman, Director of … University and PL+US: Paid Leave for the United States to compile the list. Results were gathered from businesses with …