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WebPay Boosted for Most Top Stifel Execs in ‘Progressive Compensation Adjustment’. Chairman and CEO Ron Kruszewski's pay was increased to $13.3 million for 2023, from $12.9 million in 2022, while Co-President and Head of Global Wealth Management James Zemlyak saw his compensation go to $8.5 million, from $7 million.
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WebMinnesota RIA Dinged over Pay-to-Play Violations. The SEC claims that an associate of Wayzata Investment Partners made a campaign contribution to an official who sat on the Minnesota State Board of Investment, which then paid the firm advisory fees for advising on the board's investment funds.
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WebQ&A: Shannon Saccocia on the Case for Private Credit Allocations. Shannon Saccocia, chief investment officer of NB Private Wealth, a division of Neuberger Berman, took a crack at some questions from Financial Advisor IQ as to whether the math on private credit still works with less risky public assets offering investors similar returns.
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WebApr 14, 2022 · Wells Fargo, JPMorgan, BofA Among Best Places to Work: Report. LinkedIn analyzed user data on its platform to come up with a list of the top 50 places to work in the U.S. — a list led by Amazon and Alphabet.
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WebFast-forward to today: Currency-hedged ETFs again are shining compared with their unhedged products, according to a review of the category by the Financial Times published this week. The largest such product, the $3.3 billion iShares Hedged MSCI EAFE ETF, returned 19.4% in 2021 compared to 11.2% for its nearly $56 billion unhedged cousin, the ...
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WebSep 29, 2022 · The U.S. defined contribution market is a $9.3 trillion industry at mid-year, according to data from the Investment Company Institute.And it relies on an ecosystem of asset managers, recordkeepers and other service providers to support the millions of American workers who rely on these retirement savings plans.
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WebNov 2, 2023 · UBS' financial advisors will see no downward change to their revenue-based pay grid in 2024 and are eligible for two new compensation incentives to spur client growth and boost banking business, according to a staff memo issued yesterday.. The 2024 compensation grid will remain largely unchanged from 2023, Jason Chandler, head of the bank's Americas wealth management unit, wrote in the memo, a ...
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WebJun 6, 2023 · The Securities and Exchange Commission has released findings about who in the U.S. qualifies as an accredited investor, welcoming public comment about how the commission should go forward with potentially expanding the definition.. After a long a review of the history of how the SEC defines "accredited investor," the commission wrote in a new report that only 1.8% of U.S. households in 1983 ...
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WebDec 14, 2023 · Among the 145 financial advisors who responded to the survey, 87% still use or recommend those products. Not far behind in usage at 82% are passive ETFs, while 62% of advisors use individual stocks, and 57% employ individual bonds. Additionally, 63% of respondents already use active ETFs. However, their preference is shifting.
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WebSep 28, 2022 · In all, there were 92 awards recognizing outstanding service from 25 different companies. American Funds was the large manager to win the greatest number of awards, garnering 12.. First Eagle was the top-trophy-taker among mid-size managers with seven.. Blackstone garnered the most awards among boutique retail asset management firms, taking seven titles. ...
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