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For clients looking for investment income, these funds excelled in the first half of 2017.
July 26 -
There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.
July 24 -
A net 80% of investors think America is the most overvalued region, analysts say.
July 21 -
July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.
July 21 -
"I don’t have one yet, but I want one," says Tom Halloran, president of Voya Financial Advisors.
July 18 -
Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.
July 18 -
In an effort to weather the assault from index funds, a Scottish firm cuts fees but bets that performance is still key to attract clients.
July 17 -
Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.
July 14 -
Tim Buckley will become the money manager’s fourth CEO since it was founded in 1975.
July 13 -
Aside from stocks, strong and consistent trends have been hard to come by this year.
July 12 -
Amazon's Jeff Bezos has the distribution to potentially disrupt financial services, says Riskalyze CEO Aaron Klein.
July 10 -
Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.
June 29 -
Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.
June 27 -
The issue comes to down whether the strategy is good at picking stocks primed to rise.
June 27 -
More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.
June 21 -
The manager allegedly led a $33 million funding round for Scalable alongside the startup’s two existing venture capital investors.
June 20 -
Low costs and an overall shift toward passive are only part of the reasons why they are leaving such an impact, according to four experts’ testimonies.
June 19 -
Corporations, banking trade groups and consumer advocates are looking for favorable legislation from Congress.
June 16 -
Jack Bogle's advice flies in the face of the market’s recent conventional wisdom.
June 12 -
The money manager created the new role in order to accelerate the growth of the funds.
June 9


















