Institutional asset owners split on active vs. passive strategies for public markets — Cerulli
Pensions & Investments, 20.May.2025

American women are about to inherit $50 trillion. What is the Great Wealth Transfer?
USA Today, 20.May.2025

401(k) Industry Scrambles to Stem $800B IRA Rollover Leakage
WealthManagement.com, 19.May.2025

Public-Private Debt Convergence Puts the Squeeze on Smaller Managers
FundFire, 16.May.2025

Fees, Minimums, Wrapper: A Look at Public-Private ‘Situationships’
Ignites, 14.May.2025

Endowments and foundations increasingly turning to OCIOs — Cerulli Associates
Pensions & Investments, 14.May.2025

Why Financial Advisors Sometimes Switch Client Niches
Barron's, 12.May.2025

Dual-Class Fund Approval Could Cost Brokerages Billions: Report
Financial Advisor IQ, 12.May.2025

What to Look For (And What to Avoid) in UMAs
WealthManagement.com, 12.May.2025

Wall St. Brokers Risk Losing Billions in Fees on SEC Shift
Bloomberg, 12.May.2025

Inheritance tips: 4 things to discuss when transferring wealth
Yahoo! Finance, 12.May.2025

The Duel Over Dual Share Classes
The Daily Upside, 12.May.2025

Weekend Reading For Financial Planners (May 10–11)
Kitces.com - Nerd's Eye View, 09.May.2025

Fund shops love the idea of ETF share classes. Wealth managers? Not so much
CityWire - Americas, 08.May.2025

Brokerage Firms Could Lose Billions in Fees if Fund Companies Embrace ETF Share Classes
Barron's, 08.May.2025

As Dual Shares Become Closer to Reality, Distro Concerns Mount
Ignites, 08.May.2025

ETF Share Class Shift Puts $30B in Fees in Jeopardy: Cerulli
ETF.com, 08.May.2025

Wall Street Brokers Could Lose Billions in Fees on SEC Shift
Bloomberg, 08.May.2025

The Need For A Conduit To Connect Private Markets With Investor Demand
Family Wealth Report, 08.May.2025

FAs Using Subscriptions, Flat Fees to Widen Client Base
Financial Advisor IQ, 07.May.2025

Challenges face dual-class ETF structures, says Cerulli report
Pensions & Investments, 07.May.2025

Approval of Dual Share Class ETF Offerings Anticipated
Chief Investment Officer, 07.May.2025

Robos Bet Big on Features, as They Hike Fees
Ignites, 06.May.2025

AdvicePay beefs up compensation tech capabilities with AdvisorBOB acquisition
InvestmentNews, 05.May.2025

Adviser fees are expected to drop in the next two years, according to Cerulli Associates
Institutional Real Estate, Inc., 05.May.2025