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...Even so, Rich Kerr, an attorney who co-leads the digital assets team at law firm K&L Gates, is optimistic that the new crop of spot bitcoin ETFs might be easier to approve than expected....
...When we launched our cryptofinance newsletter last summer, asset managers such as Abrdn, BlackRock and Charles Schwab were busy tying products to digital assets, crypto evangelists were flexing ethereum’...
...First Republic said in its latest 10-K that the weighted average duration of its held-to-maturity portfolio was nearly 11 years at the end of 2022....
...In May fund manager Fidelity announced it would allow investors to add cryptocurrencies to their portfolios in 401(k) retirement schemes....
...The gap between the winners and losers since then has led some investors to describe the rally as “K-shaped”....
...It now makes the bulk of its money running 401(k) retirement plans and other employee benefits offerings. These services generate steady fees from captive assets....
...(FT, Bloomberg) K-Pop suicides spark South Korean soul-searching Just six weeks after South Korean star Sulli took her own life, her fellow K-pop singer Goo Hara was found dead in her apartment in an apparent...
...He was formerly a partner at K&L Gates. Weil Gotshal hired Jenny Doak as a tax partner in its London office. Doak joins from law firm Vinson & Elkins....
...His firm was one of the first to employ Schwab’s Institutional Intelligent Portfolios digital platform after it debuted in June....
...Schwab is hardly the first to pitch ETFs to this investor bracket....
...Fidelity and Charles Schwab, which run direct-to-consumer platforms, are significant providers in the IRA market, alongside wealth managers such as Merrill Lynch and UBS....
...Bank of America Merrill Lynch and Charles Schwab both quit the business, and State Street touted its stable value business without finding a buyer....
...The ever-growing collection – which ranges from basic £105 sandals to ornate £420 gladiators produced for designer Marios Schwab – sells to more than 180 stockists in 40 countries....
...This came to a head in September, when Charles Schwab cut expenses on its US Broad Market ETF from 6 basis points to 4bps. Investing $10,000 in the product will now cost each investor just $4 a year....
...A forthcoming initiative will offer ETFs as part of 401(k) retirement savings plans, a sales channel that ETF providers have historically struggled to penetrate....
...Discount online brokers, led by Charles Schwab, TD Ameritrade and Fidelity, have revolutionised stock trading with low prices, easy account access and low minimum investment requirements....
...Fidelity is one of the largest providers of 401(k) pension plans....
...In 1980, 401(k) [US workplace retirement savings plans] did not hold much in the way of assets. Now almost half of the industry’s assets are in 401(k)s....
...Charles Schwab, the financial services provider, plans to offer an ETF version of its Schwab Index Advantage 401(k) by 2013 as a choice alongside the existing mutual fund version of this pension plan....
...One cost savings benefit is the reduced marketing expense for CITs as they target 401(k) and other qualified retirement plans....
...(If you’re married with a 401(k) your spouse is automatically the beneficiary.)...
...Most retail money is in 401(k)s and such investors have yet to switch their money over to ETFs, Mr Burns says....
...Kuoni, meanwhile, has collaborated with British designer Osman Yousefzada to create a travel collection, K by Osman, focused on locally sourced products....
...Schwab introduced a line of low-cost funds in late 2009....
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