wealthmanagement

RIA heads and asset managers sought to push back on common media narratives about advisors, AI and private credit at the annual Goldman Sachs RIA Professional Investor Forum.

The supervision platform uses contextual analysis to flag potential violations in communications, significantly cutting review time while identifying more issues.

Researchers argue the SPIVA Scorecard overstates active fund underperformance by not accounting for asset weighting, fund exits and comparing to hypothetical benchmarks.

But is the current market leadership sustainable?

Hedge funds are upping their bets on soyabean oil, which is used to produce biodiesel, amid the global oil market crunch. Morningstar unveiled its latest batch of medalist ratings for evergreen funds. These are among the investment must reads for financial advisors this week.