Event Details

October 01, 2025

Description

Waddell and Reed launched 3 of their own NextShares products.

Participants (1)

Name Type Mentions
Dell organization 226 View Entity

Source Documents (1)

HOUSE_OVERSIGHT_014352.jpg

Financial Conference Document / Research Note
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This document is a Bank of America Merrill Lynch financial research note from the '2016 Future of Financials Conference' dated November 17, 2016. It analyzes the company 'EV' (likely Eaton Vance), detailing its Q4 assets under management ($336.4B), its recent acquisition of Calvert Investments, and its market position with NextShares ETMFs. The note also discusses the potential impacts of the DOL Fiduciary Rule and changes in corporate tax rates on the company's earnings. NOTE: The document provided is a financial analysis and is not related to Jeffrey Epstein.

Related Events

Events with shared participants

Waddell and Reed launched 3 of their own NextShares.

2016-10-01 • Unknown

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Event Metadata

Type
Unknown
Location
Unknown
Significance Score
5/10
Participants
1
Source Documents
1
Extracted
2025-11-19 13:45

Additional Data

Source
HOUSE_OVERSIGHT_014352.jpg
Date String
October (year not specified, likely 2016)

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