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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.
October 25 -
Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.
October 20 -
Data reported by FUSE Research.
October 20 -
In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.
October 19 -
The manager’s third quarter revenue topped analysts’ expectations thanks to its iShares business.
October 19 -
Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.
October 18 -
Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?
October 4 -
These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.
September 28 -
While the SEC does its due diligence into the new European rules, some of the world’s largest money managers have started to make independent decisions.
September 25 -
All posted positive returns over five years, but active saw the largest outflows.
September 20 -
Clients will flock to digital advice, but conditions favor incumbent firms, a study found.
September 18 -
With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?
September 13 -
Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.
September 13 -
The change is attributed in part to the cost of managing dividends.
September 1 -
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.
August 30 -
Certain laws may require them to maintain the coverage with their former spouse.
August 25






















