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Articles tagged "mutual funds"


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Adam Schouela: We're looking for those technologies that truly have that potential to displace technologies we're using today.

Fidelity Investments leaps back to the future in an experiment to restore active management to its lofty perch, using technology that is still more science fiction than fact

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.

December 21, 2020 at 11:45 PM

Walt Bettinger: I don’t know that I’d go so far as to say that we’re committed to letting anyone and anything on to our platform without regard to the economic implication.

Charles Schwab & Co. makes mutual fund owners fume by denying access to critical RIA asset data; some call it a 'cynical power play;' Schwab calls it a OneSource streamline

CEO Walt Bettinger tells analysts profit-taking and fund consolidation could be looming after $400 million hit from zeroing-out commissions.

November 1, 2019 at 7:42 PM

Walt Bettinger: There's hundreds of billions in assets that are not under an advisory relationship.
May 1, 2012 at 2:45 PM

What if the free markets, the SEC and the Department of Labor all drive in different directions?

Advisor vs. Advisor: Two RIAs and two brokers advocate [a total of] four different ways of earning fees and caring for clients

Comment boards: Advisors argue separately for principles-based care, non-principles-based care, 12(b)-1 fees and their eradication

August 19, 2010 at 4:19 AM

Rob Isbitts: You can be a hero. This is a time you should be defining for clients and prospects the major difference between just buying funds as a do-it-yourselfer and constructing portfolios.

The 10 most likely contributors to the next market panic

Certain technical indicators point to a market bottom in seasonally weak September-October

August 11, 2010 at 4:29 PM

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