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Wealth Management Magazine
With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.
The manager joins firms including JPMorgan and Arena Investors in seeking opportunities in the sector, particularly in the wake of the coronavirus pandemic.
Almost 90% of smaller fund managers would no longer have to report their investments and their firms would save $136 million a year, the agency estimates.
Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to know
In a sign of long term changes and pivotal questions for the industry, the difference between the amount of fees and commissions in the sector has nearly doubled.
Funds that follow a similar approach lost 5.1% over the period, according to Hedge Fund Research.
Over the past 15 years, Black participation in the industry has stalled at a mere 8% — a figure that typically dwindles heading up the leadership ranks.
Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.
Investment advice firms netted hundreds of millions of dollars. Here’s where they’re based, what lenders they turned to, and more.
The move would potentially set a bleak precedent for an industry that’s been resisting mass layoffs as the coronavirus pandemic worsens.
They left Merrill Lynch and Wells Fargo to join their new firm.
Mass exodus from the market has forced managers to dump securities to raise cash, sending prices tumbling the most in at least four decades.
Affluent investors are concerned about transparency, performance and value, according to a new report by Capgemini.
Its rivals have been building out their own insurance arms in recent years and have brought on executives who can help them attract more business.
The firm announced plans in March to acquire $200 million of its stock and has been in the market on average once every three trading days since.
The funds helped the firms offset diminished revenue and preserve jobs, executives say.
The rep defrauded clients with promises of a “lucrative investment” tied to the popstar that would also “help needy people,” according to regulators.
The Labor Department’s short comment period is one reason to get up to speed, fast.
They raked in a combined $949 billion over the past 10 years.
The leaders raked in a combined $949 billion over the past decade.
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