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Banking

Fed Majorly Backtracks on Proposed Bank-Capital Hike

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The proposal to hike holdings for the biggest lenders to buttress market shocks was sliced more than in half.

2 min read
Advisor Upside

Hedge Funds Are Falling out of Favor with the World’s Wealthy

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New research has found a growing number of family offices and high-net-worth clients are kicking their traditional hedge funds to the curb.

2 min read
Advisor Upside

Morgan Stanley Converts Mutual Funds into First ‘Pathway’ ETFs

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Morgan Stanley is bolstering its ETF suite by converting two mutual funds into exchange-traded funds under the Morgan Stanley Pathway brand.

1 min read
Advisor Upside

Active ETFs Approach $1 Trillion in Global Assets

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The actively managed investment vehicles have quickly gained momentum after a Securities and Exchange Commission rule change in 2019.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Anthropic Bets Big on Wealth Management with New AI Tools

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2 min read
Ritholtz Wealth Files for First ETF

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1 min read
Who Will End Up Paying for Nvidia’s Boom?

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2 min read

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