Driven by demand for taxable bonds, active mutual funds saw positive flows for the first time since 2014.
A Stanford University study seeks to determine if an algorithm or a human can select the superior fund manager.
Echelon Partners report shows fourth-quarter pickup, though, as cracks in broker protocol spur some advisors to get out while the getting is good
Research by DeVoe & Company shows a strong start to 2017, but a sharp decline in merger activity in the second half of the year
(UPDATE: Adds 2017 financial results). UBS is set to merge its US and global wealth management divisions into a new unit called Global Wealth Management, continuing plans to streamline its business.
The agency says the volatility and illiquidity of such funds would likely make them too risky for Main Street investors.
TD Ameritrade's Model Market Center provides advisors with a menu of portfolios from Goldman Sachs, Russell and State Street, among others.
The research firm finds that assets at three major consolidating firms jumped by 45% from 2011 to 2016.
Over 2017 we profiled 23 gatekeepers from all over the country to find out how they picked portfolio managers. Check out the highlights here.
Denver Investments' Westcore Funds are expected to become part of Segall Bryant & Hamill's fund family.