Charles Schwab

In addition to launching new smart beta funds, the firm may look to expand into “a whole host of different asset classes,” according to one executive.

No performance chasers here; these investors buy on the downside.

The top independents all state going public is a goal, but there are doubts about broad market support.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

Personal Advisor Services closes in on the $100 billion AUM mark.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

The firm has been building its passive business as investors dump active products.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.

A net 80% of investors think America is the most overvalued region, analysts say.