The Assets: Investment strategies
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August 16, 2018UBS to Pilot Its Own ESG Funds on U.S. Wealth Management ClientsThe firm’s asset management unit has designed an equity ESG fund and a bond ESG fund.No Comments
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August 15, 2018Advise for the Long Term but Don't Miss Short-Term OpportunitiesBear in mind how volatility affects your clients' asset allocation.
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August 13, 2018Why Merrill Lynch’s Bitcoin Ban Is Likely to ContinueSEC doesn’t show signs of allowing bitcoin funds onto exchanges … but it has yet to rule them out entirely.No Comments
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August 13, 2018If Your Clients Don’t Heed Your Advice, You Won’t Have Them for LongFAs need to avoid being judgmental and let clients talk, says psychologist.Last Comment: August 13, 2018
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August 13, 2018Protecting Assets Trumps Profits for Majority of Investors, Cerulli FindsSeventy-five percent of investors prefer downside protection to beating benchmarks.Last Comment: August 14, 2018
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August 9, 2018RIAs Favorite Fund Firms Remain Vanguard, Fidelity and PimcoThe three fund complexes attracted the most purchase consideration from RIAs in 2017.No Comments
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August 8, 2018What UBS Fight With Bloomberg Over Client Data Means for FAsSome advisors hear echoes of their own struggles with data suppliers.No Comments
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August 7, 2018Wirehouses Want Their Discretionary Reps in Model PortfoliosThey pose less risk to home offices but allow for some customization.No Comments
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August 7, 2018An Old Idea Offers a New Way to Predict Client BehaviorDoes a decades-old index for assessing a person’s information-processing preferences have wealth management applications?No Comments
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August 6, 2018Fidelity Rolls Out Two Expense-Free Index FundsThe fund company also announced zero minimums to open accounts and other measures to attract advisors and investors.No Comments
