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Institutional Investors Look Beyond Returns When Evaluating Asset Managers
(Cerulli Associates) - As the marketplace becomes more crowded, securing a spot in an institutional investor’s portfolio has become more challenging for asset managers.
Fed's Moran Acknowledges Inflation Has Proven More Persistent Than Previously Anticipated
Federal Reserve Governor Stephen Miran signaled a modest but notable shift in his policy stance, acknowledging a more hawkish outlook as inflation dynamics have proven more persistent than previously anticipated.
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Vanguard Acquires Just Invest
Vanguard has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology.
JPMorgan Boss Jamie Dimon Defends $30M-Per-Year Salary
JPMorgan boss Jamie Dimon defended his eye-popping $31.5 million salary as the result of the country’s “free market” which “everyone should applaud”.
Morningstar Now Ranks The Models . . . But Here's What You REALLY Need To Know
Sudden reversal on strategy-level star ratings suggests either ambivalent leadership or a realization that conventional ETFs are no longer a hot spot.
SMArtX: How The UMA Is Changing The Advisory Space
Clients are becoming increasingly savvy as firms marketing directly them create better educated consumers who demand unified managed accounts.