What asset managers say about Tesla's entrance into the S&P 500, RiverFront partners with 55ip, and Vanguard fund becomes the first to end a month with more than $1 trillion in assets.
The SEC alleges CapWealth failed to disclose lower-cost share class options to its clients. But the RIA's founder calls the complaint "a shameful exercise and an abuse of power.”
ESG investing hit the mainstream during the coronavirus pandemic.
Vanguard Total Stock Market Index Fund, which includes both a mutual fund and an exchange-traded fund, had $1.04 trillion of assets as of Nov. 30.
The Nottingham Company said it expects one of Adaptive Investments' mutual funds to be converted to an ETF in January.
The number of plan participants using managed accounts has barely moved from 2015 to 2019.
Axiom RIA, an investment platform available to Geneos' 300 advisors, and Fidelity are adding Potomac Fund Management’s tactical model portfolios to their platforms.
Dimensional Funds released two actively-managed products, one focused on U.S. equities and the other on international stocks.
Lido’s purchase from First Western Financial builds out its investment offerings and services to clients.