Ways asset managers can adjust to ‘the new normal’
Leveraging big data, machine learning and artificial intelligence will extend stock selection beyond its current capabilities, according to Procure Holdings President Bob Tull.
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UBS rich clients get Goldman, Pimco strategies with no extra fee
The wirehouse says it wants to simplify pricing for separately managed accounts and expand client choice.
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A new Reg BI compliance wrinkle?
As the industry pushed to comply with the fiduciary rule, new issues emerged.
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20 biggest U.S. fund families post $65B in outflows in the year of coronavirus
Here's how the largest groups have fared during unprecedented market activity.
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Wells Fargo recruiting surges, picks off advisors from UBS and Morgan Stanley
The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.
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Supreme Court narrows power of SEC to recoup illegal gains
The court has suggested that federal law bars awards from going further, blunting a legal tool that critics say the agency has abused.
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Fink promises 30% more Black employees at BlackRock by 2024
Just 5% of its 16,000 employees are Black, according to the company.
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One-third of UBS staff could permanently work remotely
The firm employs just short of 70,000 people in 50 countries and had 80% of its worldwide staff at home during the height of the pandemic
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How crisis is accelerating change in wealth management
"The stillness of the time produced by the pandemic quarantine has put age-old issues in the spotlight,” writes Visionary Leader Awards judge Dasarte Yarnway.
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A hand up but a bill due: Taxes and unemployment
Tax pros share what they’re telling clients about relief for the jobless during the pandemic.
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Wells Fargo customers targeted with phishing attacks using calendar invites
In a new twist on an old scam, cybercriminals have tried to get thousands of people to surrender their Wells bank account information by sending authentic-looking emails containing malicious links that lead to a fake website bearing the company's name.
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$500M ex-Merrill Lynch team chooses hybrid Sanctuary
Muirwood Private Wealth exemplifies “cracked-code” of pandemic moves, observer says.
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What we learned from judging the Visionary Leader Awards
The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.
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Crisis accelerates change
“The truth is that you can be inclusive. There is top-tier talent from both racially and economically diverse backgrounds,” writes Visionary Leader Awards judge Dasarte Yarnway.
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New Goldman credit fund swears off hardball
While determined to capitalize on the distortions created by the coronavirus, the bank says the offering won’t “act as vulture investors.”
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‘A priceless opportunity’: Winner of the first Visionary Leader Award for an individual
With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them
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‘Authentic to a fault’: RIA wins team Visionary Leader Award
Granular sensitivity and remarkable speed characterized the overnight virtualization of the firm.
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Trump, Biden and Social Security’s future: Benefit cuts or higher taxes?
The program faces big challenges, including the coronavirus pandemic which could deplete the program’s $3-trillion trust fund as early as 2028.
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Robinhood’s new traders ignore danger signs to bet on stocks
The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.
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Rich clients should leave stock bubbles to the day traders, UBS says
“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.
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