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NOVEMBER 24, 2018

MUTUAL FUNDS

The Most Expensive Plain Vanilla Index Funds

Diana Britton

In a world of ultra-cheap index investing, these S&P 500 mutual funds stand out for continuing to charge sky high fees.

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MUTUAL FUNDS

The Persistence of High-Fee Index Funds

Diana Britton

These funds continue to charge high fees for basic index exposure, and many investors are still paying up, largely thanks to advisor inertia.

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TECHNOLOGY

Morgan Stanley Says New Advisor Platform Gives It a "4-Year Head Start" on Competitors

Michael Thrasher

The investment bank's wealth management business boasts a native integration with BlackRock's Aladdin, as well as combined planning and portfolio construction tools.

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INDUSTRY

A Tale of Two Firms: LPL, Capital Forensics Address Data Breach

Diana Britton and Samuel Steinberger

LPL has been swift, transparent and supportive with advisors and their clients affected by the recent data breach; Capital Forensics remains tight-lipped.

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HIGH NET WORTH

Elder Abuse and Murder Accusations Surface in Battle Over Casey Kasem’s Estate

Anna Sulkin

This bizarre family feud somehow finds a way to turn even uglier.

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REGULATION AND COMPLIANCE

New Jersey Hears Testimony on Fiduciary Proposal

Diana Britton

The battle over a fiduciary rule in New Jersey continues.

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INDUSTRY