Finance News
Quant Giant Dimensional's Pivot to ETFs Reaps $100B Payoff
With nearly 40 ETFs, and thanks to inflows and fund conversions, Dimensional is among the top 10 largest US issuers in the $7.3 trillion industry.
By NB
Nov 11, 2023
Putting Your Clients’ Interests First
Adopting an advice-centric engagement model places the decision-making authority squarely in the hands of those with the most vested interest—the clients themselves.
By NB
Nov 11, 2023
Corient Growth Offsets CI Financial's Q3 Asset Losses in Canada
On an earnings call this week, CEO Kurt MacAlpine said to expect more acquisitions at a less frenzied pace than past years as the company continues to pay down debt.
By NB
Nov 11, 2023
Hong Kong to Launch Academy for Wealth Legacy Focusing on Family Offices, Board Chaired by New World Development CEO Adrian Cheng & Joined by Industry
Hong Kong to Launch Academy for Wealth Legacy Focusing on Family Offices, Board Chaired by New World Development CEO Adrian Cheng & Joined by Industry Leaders Including UBS APAC Wealth Management Co-Head Amy Lo, HKUST Adjunct Professional of Finance R
By NB
Nov 10, 2023