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Active Share and Portfolio Concentration – Metrics Not Prescriptions

31 August 2021 High active share and greater portfolio concentration are hot topics within active equity management.


Banking on Crypto

24 August 2021 Last quarter we looked at the incursion of fintech players into traditional banking as reflected by their …


Rethinking Financial Advice from a Wholesaler’s and Technological Perspective

13 August 2021 Gone are the good old days where wirehouses, global asset managers, and other traditional players could rely on …

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