-
Data reported by the Investment Company Institute.
May 14 -
Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.
May 14 -
Data reported by the Investment Company Institute.
April 6 -
Compensation levels rose approximately 7% last year despite mounting industry challenges.
April 6 -
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 -
Rapidly shifting economic conditions, a new tax law and the preponderance of low-cost passive products are just some of the obstacles in the year ahead.
March 9 -
Data reported by the Investment Company Institute.
February 12 -
Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.
February 9 -
The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.
January 19 -
The proliferation of smart beta and increased AUM are among the forecasts by industry experts.
January 12 -
Data reported by the Investment Company Institute.
December 15 -
Data reported by the Investment Company Institute.
December 8 -
Dec. 11: Asset management experts say these topics will be key drivers in 2018.
December 8 -
Data reported by the Investment Company Institute.
December 1 -
Nov. 27: Product shelves are changing as issuers modify their pitch to planners in the wake of the fiduciary rule and wane of traditional wholesaling.
November 22 -
The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.
November 21 -
Data reported by the Investment Company Institute.
November 17 -
Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.
November 17 -
Data reported by the Investment Company Institute.
November 10 -
Research into the point system for ranking funds questions whether the metric is valid in gauging future performance.
November 7



















