11 Sep, 2024 | Admin | No Comments
Active Bond Funds Outperformed Passive Peers By a Mile Over the Past Year
Morningstar’s latest U.S. Active/Passive Barometer compared active and passive fund performance over the year ending in June.
11 Sep, 2024 | Admin | No Comments
SEC Charges Tennessee Advisor with Faith-Based Strategy of Defrauding Investors
According to the commission, Donald Anthony Wright made false statements when selling promissory notes to clients to fund the purchase of a Texas-based media marketing company.
Latest lawsuit accuses Johnny’s widow of trademark infringement.
For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.
The five firms represented by this year's rising stars all saw tangible results as a result of their efforts.
The AI-driven platform, which launched in 2022, shares many similarities with Finny and Aidentified.
10 Sep, 2024 | Admin | No Comments
Some Firms Tweak the Messaging Around DEI, But Don't Retreat From It
Wealth management executives discussed how their firms are responding to criticism of DEI initiatives during a recent WealthManagement.com think tank.
10 Sep, 2024 | Admin | No Comments
FTSE Russell Survey: Retail Investors Increasingly Prefer Index Funds
One obstacle retail investors face is a lack of appropriate recommendations from their financial advisors, according to the FTSE Russell Wealth Survey.