SRI is no longer just for tree-huggers, but keep in mind: Your responsibility is to your client and their financial health, not their social cause or even planet earth.
Commodities belong in a diversified portfolio, but not every commodity-based ETF is sound. Many commodity funds show up on this month’s ETF Liquidation Watch list, a portfolio of ETFs that suffer negative trailing 12-month returns and fall below ...
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The wirehouses may still have the biggest share of the assets, but the independents are right on their heels. In the first quarter of this year, long-term mutual fund assets grew at a faster pace at the independent broker/dealers, regionals an...
UBS Wealth Management Americas (WMA) crossed the threshold in the first quarter with a string of new records: pretax profit of $251 million, net new money of $9.2 billion, and invested assets of $891 billion.
