Portfolio

Asset managers are seeking alternatives to standard mutual fund products.

Clients are paying about half as much to own funds as they were 20 years ago.

“People didn’t want to use up their estate tax exemption,” but that has changed as a result of the new law, an expert says.

One of its products added a record $368 million after the firm discreetly slashed its fee in March.

Rather than developing a new family of ETFs, the asset manager created them as a share class within its existing mutual funds.

The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.

Two factors are prompting an upsurge in career changes.

A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.

The largest turn-key asset manager added five new features that leverage the firm’s vast stores of data.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?