In return for sharing their data, customers are expecting more personalization from their financial advisors. Learn how Einstein Analytics for Financial Services from Salesforce can help augment every financial advisor with actionable, AI-powered insights right where they work. July 30 at 2:00 pm ET
Going forward, Morningstar will provide Analyst Ratings for each share class of a fund, which could mean downgrades for those with high distribution fees.
WealthManagement.com & Cerulli Associates are conducting a survey on portfolio construction and product use. You’ll be entered to win a $500 American Express gift card - PLUS you'll receive the new Cerulli report “Managing Growth” (value $3,500) just for completing the survey.
Fidelity, which has $2.8 trillion under management, on Tuesday announced the addition of four index funds with expense ratios of 0.05% that invest in either mid-cap or small-cap growth or value stocks, as well as a municipal bond vehicle charging 0.07%.
