How ETFs are expediting bond market modernization
https://www.cnbc.com/2023/03/08/how-etfs-are-expediting-bond-market-modernization.html
The Future Of Financial Advice
https://www.forbes.com/sites/stephenchen/2022/03/14/the-future-of-financial-advice/
JPMorgan is buying UK robo-advisor Nutmeg
https://www.cnbc.com/amp/2021/06/17/jpmorgan-to-buy-uk-digital-wealth-manager-nutmeg-.html#amp_tf=From%20%251%24s&aoh=16239472253941&csi=0&referrer=https%3A%2F%2Fwww.google.com
Don’t Be Surprised if Target-Date Funds Miss the Mark | Sound Mind Investing
Sensible discussion of target date funds. Article discusses variations across different funds in terms of allocation and glidepath (ie how the portfolio changes as it approaches the target date). https://soundmindinvesting.com/articles/view/dont-be-surprised-if-target-date-funds-miss-the-mark
Was CalPERS Right to Unwind Its Tail-Risk Program? | Institutional Investor
https://www.institutionalinvestor.com/article/b1lf9zw3n8w3gt/Was-CalPERS-Right-to-Unwind-Its-Tail-Risk-Program
Terry Smith blasts platforms for fuelling illusion of fund liquidity
Terry Smith blasts platforms for fuelling illusion of fund liquidity – https://giftarticle.ft.com/giftarticle/actions/redeem/c957d29a-00a1-401c-b992-b5b68e4f7ae1 via @FT
Vanguard and the US financial system: too big to be healthy?
https://amp-ft-com.cdn.ampproject.org/c/s/amp.ft.com/content/9414052a-3142-11ea-9703-eea0cae3f0de
Vanguard Patented a Method to Avoid Taxes on Mutual Funds
Vanguard Patented a Method to Avoid Taxes on Mutual Funds https://www.bloomberg.com/graphics/2019-vanguard-mutual-fund-tax-dodge/?utm_medium=deeplink
Goldman plans to bring wealth management to the masses
https://amp-ft-com.cdn.ampproject.org/c/s/amp.ft.com/content/56eb2fa8-1931-11ea-97df-cc63de1d73f4
Asset allocation specialists are the new snake oil salesmen
Asset allocation specialists are the new snake oil salesmen – https://on.ft.com/2K9qT2q via @FT