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Private equity is starting 2020 with more cash than ever
ALTERNATIVES JAN 02, 2020
Private equity is starting 2020 with more cash than ever

The level of unspent capital suggests M&A activity this year could be on a scale not seen since the financial crisis

‘Hunger Games’ erupts for ETFs as debuts fall to five-year low
RIA NEWS DEC 31, 2019
‘Hunger Games’ erupts for ETFs as debuts fall to five-year low

Fund closures spiked this year at the same time that asset managers set up the fewest new ETFs since 2014

Dimensional to slash fees on 77 funds
RIA NEWS DEC 27, 2019
Dimensional to slash fees on 77 funds

The changes will go into effect Feb. 28

T. Rowe Price has a $1 trillion answer to claims stock-picking is dead
RETIREMENT PLANNING DEC 26, 2019
T. Rowe Price has a $1 trillion answer to claims stock-picking is dead

The asset manager’s focus on stock funds in retirement accounts has helped it flourish as peers have struggled

Wells Fargo to remain under political pressure through 2020, Cowen warns
WIREHOUSES DEC 26, 2019
Wells Fargo to remain under political pressure through 2020, Cowen warns

An analyst is forecasting trouble for the wirehouse through next year, with mounting risk as Democrats take aim

A smarter take on philanthropy
RETIREMENT PLANNING DEC 20, 2019
A smarter take on philanthropy

These philanthropists are changing their approach to charity to ensure a bigger impact

Opportunity zone tax break eligibility finalized by Treasury
REGULATION, LEGAL & COMPLIANCE DEC 20, 2019
Opportunity zone tax break eligibility finalized by Treasury

The regulations outline who qualifies for tax breaks and the penalties for breaking the rules

MetLife fined $10 million over missing pensioners
RETIREMENT PLANNING DEC 19, 2019
MetLife fined $10 million over missing pensioners

Insurer's policies for locating annuity customers resulted in errors in accounting for reserves, SEC says.

Decline of brokerage research accelerates as disruptive forces reshape industry
WIREHOUSES DEC 19, 2019
Decline of brokerage research accelerates as disruptive forces reshape industry

Machines are doing a lot more of the work and investors are piling into passive funds.

House votes to repeal SALT cap
REGULATION, LEGAL & COMPLIANCE DEC 19, 2019
House votes to repeal SALT cap

But residents of high-tax states shouldn't get excited — the measure is dead on arrival in the Senate.