[table id=12 /]
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through September 30, 2020.
[table id=13 /]
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through September 30, 2020.
[table id=14 /]
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through September 30, 2020.
Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.
Elsewhere, Raymond James adds two advisors from Edward Jones and LPL, forming an LGBTQ+ focused practice in New Hampshire.
Leading estate-planning tech provider Vanilla has also unveiled key AI upgrades to help its advisor users.
Meanwhile, Bellevue, Washington-based Parcion Private Wealth strengthens its leadership with two C-level additions.
A statement highlighting benefits of a threefold increase in the deduction adds the Republican's voice to thorny tax debate.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
