Franklin Templeton will initially pay $925 million in shares and cash to acquire Putnam from Great-West Lifeco Inc.
Clients rarely have well-defined ideas about what they want their portfolios to look like. That’s why they seek out advisors in the first place.
O'Neil was a pioneer in using computer data to analyze stocks.
So far, only one other company has asked the SEC to add ETFs to the share classes of its actively-managed mutual funds.
At the end of last year, there were a record 1,206 mutual funds and exchange-traded funds globally with a climate-related focus, up from 950 at the end of 2021.
ChatGPT isn’t going to be a stock-picking genius.
The political circus has taken on dimensions few expected to see just a few years ago.
How it could change the DCIO world—again.
“Cash is no longer trash.”