Wealth Management
JUNE 23, 2025
Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation. Number 8860726.
Wealth Management
JULY 8, 2025
The move nearly doubles the number of institutional, no transaction fee (INTF) funds available through Schwab’s platform to approximately 2,000 from 58 asset managers. Related: Morningstar: Fee War Among Asset Managers Plateaus Previously, the program included about 1,200 funds from 25 managers. Registered in England and Wales.
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Wealth Management
JULY 2, 2025
But it faces stiff competition: just last week, JPMorgan Asset Management — which ranks as the fastest-growing asset manager — launched its first active high-yield ETF with a $2 billion investment from a mystery anchor. Active is 10% of ETF assets now — lots of room to grow.” Registered in England and Wales. Number 8860726.
Nerd's Eye View
JANUARY 9, 2025
On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. Many firms also offer regular meetings, webinars, client portals, and other services to enhance the client experience.
Wealth Management
AUGUST 1, 2025
This new partnership with some of the largest asset managers in the country, including an alts exposure is unique and will enable firms to improve operational efficiency without forgoing portfolio complexity. It will now service three verticals: wealth, bank and trust, and asset servicing. Registered in England and Wales.
Wealth Management
JUNE 12, 2025
What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.
Wealth Management
JULY 1, 2025
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Margaret Jarocki EP Wealth Career Moves $32.6B billion in client assets to its independent advisor channel. Number 8860726.
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