The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors, reports Fu
The Institute will again take the Labor Department to court if it does not withdraw or “substantially improve” the rule governing advisors to retirement accounts, according to CEO Dale Brown.
It's focusing on recruiting those with specialized tax expertise.
There’s plenty of room for unique exchange-traded funds in a world of passive index investing despite the demise of two inspired by the CNBC host.