Fidelity and Franklin Templeton were big winners at the awards, which celebrate the industry’s top funds and fund management firms.
“We’re really leaning into SEI and helping create a more robust partnership,” said Merit Financial Managing Principal Tyler Vernon.
The latest CPI data, a key inflation metric, came in in line with expectations Wednesday, but rising energy costs from the Iran conflict are casting a long shadow.
It’s all about the persona, when it comes to marketing to athletes and entertainers, says new research.
“It's going to be an amazing event,” Brandon Adkins, head of Lipper North America Research at the London Stock Exchange Group, told InvestmentNews.
"Today’s data signals the economy is entering a slower phase," said Gina Bolvin, president of Bolvin Wealth Management Group.
“Advisors have become less reactionary and tried to be more proactive in terms of how they're building and managing portfolios,” said Chris Maxey, chief market strategist at Wealthspire.
“Investors are more conditioned to these events than at any time in history,” said Tash Elwyn, president of Raymond James’s private client group.
“The wealth management industry needs these AI-driven solutions to help advisors better serve their clients,” said Raymond James Chief Executive Paul Shoukry.
“Millennials stand at a critical financial crossroads,” said Gerald Grant III, a financial advisor at Equitable Advisors.
