Fidelity Magellan echoes glory days by trouncing benchmark
Wild market swings have given many active managers a rare respite after a decade-long battle against the rise of passive investing.
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I am a black woman advisor. Am I valued by this industry?
It's been hard for me to find mentors, and I've stopped attending most industry conferences.
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Private equity gets a big win with U.S. nod to tap 401(k) plans
The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.
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Schwab-TD deal passes milestone as DoJ closes antitrust investigation
The acquisition requires shareholder approval; voting is scheduled for later on Thursday.
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Schwab-TD Ameritrade deal surpasses milestones
The acquisition, set to close later this year, will create a behemoth among custodians.
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BlackRock files to license active non-transparent ETF structure
The asset manager plans to leverage Precadian’s ActiveShares product, which requires funds to publish an indicative value of its holdings every second.
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Fidelity throws heft into hidden-asset ETF arena with 3 new funds
The products will have the same management and research teams as the firm's similarly named mutual funds.
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Senate passes changes to Paycheck Protection Program
The bill, which passed the House last week on a 471-1 vote, now heads to President Trump’s desk for his signature.
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‘Decarcerate’ portfolios: Planner exhorts advisors to help defund mass imprisonment
An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.
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How many black planners? CFP Board will answer upon request
The data on black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.
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How did funds with low ESG risk perform over the long term?
The answer is unequivocal, according to one expert.
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Does the financial services industry want minority clients?
Advisor Zaneilia Harris has come to a bleak conclusion.
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