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Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.
January 11 -
Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?
January 10 -
The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.
January 3 -
It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.
December 27 -
Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.
December 17 -
Passive funds are the decisive victor in attracting cash.
December 13 -
To add insult to injury, these returns didn’t even come cheap. The average expense ratio was more than 1%.
December 6 -
The brokerage firm says reimbursements will be evaluated on a “case-by-case basis.”
December 1 -
These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.
November 29 -
The firm would not comment on the cause.
November 29 -
Data reported by FUSE Research.
November 22 -
Coming up with a solution will be challenging because of U.S. sanctions.
November 22 -
Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.
November 17 -
Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.
November 14 -
Nov. 13: Planners behind the curve may lose out on productivity and quality of service offered to clients.
November 10 -
Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.
November 8 -
Positioning clients to weather market volatility and potential correction has become a top concern.
November 7 -
The firm recently dismissed two portfolio managers due to inappropriate behavior.
October 27 -
Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.
October 27 -
The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.
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