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Bank Investment Consultant is the dedicated resource for bank-based financial advisors and wealth managers.
The Latest
Data & Research
They’re more expensive than their passive peers. But did they beat their benchmarks?
February 5
Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.
January 29
“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.
January 22
The SEC examined approximately 2,180 RIAs in 2019.
January 16
Nearly all of the fixed-income funds held short term debt.
January 15