Mutual funds

Shadow lenders poised to get tougher rules in global crackdown

11/17/20

Global regulators are preparing to tighten restrictions on companies believed to have threatened the financial system at the height of pandemic-fueled volatility.

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PNC to sell investment management assets for $52 million

05/07/19

The Pittsburgh bank says it is selling the assets to Federated Investors to focus its PNC Capital Advisors unit on providing outsourced services.

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'People are overwhelmed by choice': Schwab's Marie Chandoha

09/28/18

The head of Charles Schwab Investment Management is disrupting the asset-management industry by introducing more straightforward ETFs, mutual funds and other investment products.

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Jessica Seidlitz: A champion for diversity at Charles Schwab

09/28/18

Working closely with her boss, Marie Chandoha, Seidlitz is on a mission to recruit and retain more female asset managers.

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Gender-lens investing is coming into its own

05/23/18

With all the attention around more women running for office, women's marches, and the #MeToo movement, there is growing demand for investment options that support women too, says Veris' Luisamarie Ruiz Carlile.

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A look at one bank's anachronistic effort to boost fee income

08/22/17

Bryn Mawr Bank has launched a mutual fund at a time when heightened competition and regulatory oversight are the norm.

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Barclays to pay $97 million on claims it overcharged clients

05/10/17

The London-based bank overbilled customers by nearly $50 million through violations including collecting excess mutual fund fees.

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