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11 articles
The Malvern, Pa., manager blamed $44-million fund's scale, but marked underperformance and a manager departure as likely doomed it, one Vanguard watcher says
The Austin, Tex., manager of $640 billion largely for RIAs went from diehard mutual fund holdout to top-11 ETF provider with the swipe of a pen, and analysts predict copycats will convert trillions of dollars of their own mutual fund assets.
The Boston giant is renting a special corner of Amazon's cloud to remake Monte Carlo and do hyper-quant investing like an AI Peter Lynch, with no experience as a golf caddy.
The active-but-passive category soared from $200 billion to $620 billion in the past four years, but Rob Arnott and other big smart-beta names at Convene were not in a gloating mood
With De Beers humbled, valuation methods standardized and hundreds of millions of Chinese headed to middle-class nuptials, it's a new story
After the double defection of the assigned branch and portfolio manager, a loyal but disillusioned customer sends an emphatic message to the front office
Nicholas B. Rowe was a founding investor in the rebalancing software maker and regulators are chasing down every asset he has
The new venture appears to be the Boston giant's long-awaited foray into exchange traded funds but some details are still being carefully guarded
The number three custodian of RIA assets is finding ways to lead
Concerns over the illiquidity, manipulation and prices of ETFs get way overblown
ETFs are the new sacred cow, but Adam Bold calls them hamburger
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