See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Investors say they prefer to make their own investment decisions, an indication that advisors underestimate the need to broaden their services, according to a new CFA study.
Behemoth investment firms, from Fidelity to Vanguard to BlackRock, are locked in fierce competition to attract assets, even if that means dropping their fees closer to zero.
A new Dalbar study shows that active investments produce superior investor returns over long time periods, while passive investments have better investor returns over shorter periods.