Keyword: Portfolio managers

153 results found
Trader screen

Regulator aims to ease asset managers' access to investment research

a man pushing a giant ball while others push squares

Industry divided on, investor advocates opposed to, reforms

right or wrong choice

Regulator aims to bolster investor protection, modernize rules

Appeals by advisor, analyst in insider trading case dismissed

Mary Hagerman at a meditation retreat

Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice

Financial stock exchange market display screen board on the street

It's AUM that matters most to managers' careers, research finds

Judge looks at papers

Regulator calls for continuity plans at one-man shops

New practice aims to differentiate with therapeutic approach to planning

tightrope

Reforms aim to address challenges that arose during 2020 market stress

A person inside a financial maze made out of hedges.

Court will consider firm's appointment by Traynor Ridge Capital's receiver