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Assets topped $6 trillion as investors continue to move money into passively managed funds.
April 13 -
A spike in volatility and changes in U.S. tax law are some of the reasons why the firm says clients have moved their money in the quarter.
April 12 -
The continued ascendancy of low-cost passive funds puts pressure on compensation overall, particularly in active management.
April 9 -
Compensation levels rose approximately 7% last year despite mounting industry challenges.
April 6 -
The new data will allow retail investors to better compare active and passive funds.
April 5 -
The money manager is also offering pension and 401(k) plans that exclude firearms from employee retirement programs.
April 5 -
The offering will either directly lend to businesses or invest in the credit of companies facing distress.
April 4 -
Issuers and investors stand to benefit from the provision, which makes it easier for managers to select securities for their funds, but not without risk.
March 27 -
Portfolios will be selected based on machine learning and natural-language processing.
March 26 -
Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?
March 23 -
The asset manager says its free tool for target date fund clients will "supplement the advisor conversation."
March 21 -
The new location will initially have 200 employees, most of which will be in areas like technology and wealth management.
March 15 -
Engagement with companies beyond the firearms industry is a better solution, Calvert Research says.
March 13 -
While investors have been won over by the promise of better returns than plain-vanilla funds, issuers can justify charging more for the additional complexity.
March 1 -
Investing in certain uptrends may pay off for clients.
February 28 -
Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.
February 13
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Credit Suisse said it will liquidate an ETP, effectively wiping out a fund whose market value topped $2 billion just three weeks ago.
February 6 -
From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.
February 2 -
The bank’s asset management business merged teams overseeing fundamental U.S. equity value and growth strategies.
January 30 -
The increase comes after a 2% to 4% cut in 2016 when the firm reported its first revenue decline since 2009.
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