Buck Consultants' Jacob Rubin and Brian McCauley clarify the benefits of fiduciary management and explain how to assess performance, in this week's Technical Comment. This is evident in the fiduciary ...

Subscribe to BizTimes Daily – Local news about the people, companies and issues that impact business in Milwaukee and Southeast Wisconsin. U.S. Bancorp Fund Services LLC, a division of ...

“The fiduciary rule may fade away, but the fiduciary principle is eternal. The arc of investing is long, but it bends toward fiduciary duty.” - John C. Bogle, New York Times Op-Ed, February 9, 2017 ...

Any other business: The fast-growing world of fiduciary management can be a controversial topic for pension schemes, with some saying it can bolster investment strategies, while detractors describe it ...

2024 was a stellar year for financial markets, but prudence is necessary given parallels to past speculative bubbles and the need for valuation and downside protection. Momentum investing and megacap ...

In their hot pursuit of the high-net-worth and separately managed account markets, investment managers have lowered investment minimums to less than $100,000 and created model investment platforms.

Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused ...

Does succession planning impose fiduciary obligations for investment advisers? This recently has become a hot topic of conversation, due in large part to the high volume of mergers and acquisitions in ...

Among the larger financial advisory firms, true flat-fee models aren’t as common as AUM models. However, some companies that charge an AUM fee for investment management also offer stand-alone or ...

Fiduciary management searches in the U.K. slowed in 2018, growing 9% to 862 in the 12 months ended June 30, according to KPMG's annual U.K. Fiduciary Management Survey. That is the lowest level since ...

When assessing the future of fiduciary advice and regulation, much hinges on the results of the presidential election in November. For fiduciary advocates, the outcome could determine whether they ...