Jeff Schlegel

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J.P. Morgan Brings In AI To Rejuvenate Value Fund

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J.P. Morgan retrofits an old fund with data science to help revive investor interest.

Small Is Beautiful

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The Bridgeway Small-Cap Value Fund's factor-based approach has produced massive one-year outperformance.

A Free-Form Growth And Income Fund

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The Columbia Flexible Capital Income Fund's portfolio invests with no allocation constraints.

Do Investors Want Wealth Management Advice From Google, Apple Or Facebook?

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Many people would consider financial advisory services offered by these tech giants, according to an Accenture survey.

Finding The ‘Cheap' In Value Investing

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The Neuberger Berman Large Cap Value Fund has its own way of looking at value stocks.

Psychedelics Are Tripping Across The ETF Space

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AdvisorShares is set to launch an actively managed ETF tied to the growing medical psychedelics market.

Can Diamonds Be An Investor's Best Friend?

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Diamond Standard has created a tradable diamond-studded coin and other products aimed at making diamonds an investible commodity.

Google, Apple, Facebook ... The Next Players In Wealth Management?

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Many people would consider financial advisory services offered by these tech giants, according to an Accenture survey.

This Go-Anywhere Real Estate Fund Goes Places

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The Baron Real Estate Fund has topped its peers over the long haul.

This Platform Helps Advisors Be Down Pat When Serving Expats

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The Global Financial Planning Institute enables financial advisors to better serve cross-border clients.

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