Osaic Super OSJ Rolls Out Affiliation Model for Fee-Only RIAs
Rita Robbins sees an opportunity to bring Affiliated Advisors' service model to fee-only advisory firms bogged down in “the muddy middle.”
Source: wealthmanagement.com
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Alternatives Remain Off the Menu for 401(k) Plan Managers
401(k) plan managers face big obstacles to accessing alternative investments such as private equity, Cerulli survey shows.
Source: wealthmanagement.com
Gold standard drives Steward's growth
Jim Gold, chief executive at Steward Partners, says the wirehouses have lost the battle with registered investment advisors.
Source: investmentnews.com
Asset managers see ETFs as biggest opportunity among investment vehicles – Cerulli
For the first time, asset managers say ETFs are the biggest opportunity among investment vehicles, surpassing institutional separate accounts, a Cerulli report said.
Source: pionline.com
UK wealth managers turn away from active ESG strategies
Shifts into the passive investing and ESG fixed-income domains are underway
Source: opalesque.com