Nate Dicamillo is a journalist who writes for Quartz and Financial Advisor IQ, with his work also appearing in Yahoo Finance and RealClearMarkets. He covers a range of topics including economics, finance, and global markets, providing analysis and insights on current events and trends in the financial industry.
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Nate's coverage is heavily focused on finance and the economy, particularly investment analysis and expert commentary. He appears to be interested in covering a wide range of financial topics, including market trends, economic indicators, and industry-specific developments.
Given Nate's emphasis on expert commentary and investment analysis with reference to specific companies or events in the finance sector, he would likely be open to pitches from financial analysts, economists or industry experts who can provide unique insights into market trends, economic indicators or significant corporate actions.
While there is no specified geographic focus for Nate's articles based on the available information provided.
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SMAs from Wellington, Loomis Sayles and AB attracted the most assets, as actively managed strategies dominated fixed income flows to the vehicle in 2024.
Edward Jones has introduced its first in-house managed account, offering no manager fee, a minimum investment of $50,000 and access to large-cap stocks as part of a broader plan to expand its SMA offering.
| October 15, 2024
Custom portfolios have grown to make up 30% of overall model portfolio assets, according to a new research report. | August 8, 2024
By: Nate DiCamillo
The manager intends to add direct indexing and alts strategies to model portfolios and build models based on the views of RIA investment chiefs.
By: Nate DiCamillo
Some managers are seeking to apply tax-management techniques across multi-asset and fixed income portfolios amid client demand, but the process is a "heavy lift."
| October 25, 2024
| November 1, 2024
By: Nate DiCamillo
The 4.9 basis-point fee, set to take effect on Dec. 1, is intended to cover administrative costs. | November 5, 2024
| November 11, 2024
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