Segregated fund families: Swing from value to growth helped some fund families while hindering several large firms
Client AUM is up by 55% since the pandemic began
It was a rough year for the “most uncorrelated asset class”
Philip Petursson says central banks are behind the curve as he helps advisors position portfolios
FCA launching series of studies in response to anti-competitive concerns
The IIAC suggests regulators pay for system changes
A CFA Institute report details what makes a diversity strategy successful
Inflation and the economic recovery will support portfolio managers looking for deals
RBC compliance chief to head the industry trade group's board
A hybrid work model offers both opportunities and challenges, a CFA Institute report says