Top ETF portfolio builder cuts 40 people — 25% of the staff — three months after settling with regulators over false performance claims.
ETF managers may look to broker-dealers to 'lower the veil' covering advisers.
A college football star wants to be a financial planner.
Cerulli study suggests quantitative manager selection and staying invested during downturns helps home offices outperform advisers.
Being used in target date funds, but higher fees may prevent widespread use
Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.
Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?
Longtime adviser-sales manager will move to a new role after the firm's best year ever.
Pilot raised more than $9 billion last year along with hopes for more direct-to-consumer fund sales.
The firm's focus on cost-conscious, fee-based advisers has been a winning strategy.
