ICI

Eaton Vance, Morgan Stanley and Putnam executives want to learn how new technology can be leveraged.

Asset managers are still guessing how clean shares will fare under the new regulation.

Data reported by the Investment Company Institute.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Jim McNamara, head of a business that sells the firm’s mutual funds and ETFs to third parties, will depart after two decades.

For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.

The firm's success bucks a long-held premise that investing in developing markets requires active managers responding to sudden shifts in political risk.