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Who’s who in mutual funds

Who’s who in mutual funds

Terms such as “mutual fund manufacturers,” “portfolio managers” and “mutual fund dealers” are thrown around a lot in the financial services industry. But what do these organizations actual do? Here, we give you an overview of several key entities operating in the...
Preparing for the impact of T+2

Preparing for the impact of T+2

How the industry is getting ready to switch from T+3 to T+2 One day may not seem like a big deal but, when it comes to trade settlements, it is. In fact, it’s a wide-ranging, highly involved shift that involves markets across the globe. Many regions have already made...