-
Health category funds dominated the list, making up for well over half of the group’s assets.
December 5 -
Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.
October 29 -
The deal is the latest consolidation in the industry, which is experiencing pressure on revenues as investors flock to low-fee, passive index and ETFs.
October 18 -
The deal to purchase the asset manager could be announced in a matter of weeks.
September 26 -
The S&P index of 18 asset management firms and custody banks is down nearly 11% this year, compared with a gain of more than 8% for the broad S&P 500.
September 14 -
Fees were nearly half the price of the top-performing active funds.
September 4 -
Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.
September 1 -
That’s the sum companies are expected to bring onshore due to the Trump administration’s tax overhaul.
August 17 -
Funds with disproportionate exposure to FANG stocks are up big in 2018.
August 16 -
The flood of new money may be evidence that investor angst is confined to the highest-flying tech segment and not the industry at large.
August 1 -
With stock selection pegged to 10-year Treasury sensitivity, can these ETFs work when short-term rates rise?
July 18 -
Over 40% of the fund’s portfolio is invested in the online retailer and global e-commerce behemoth Alibaba.
July 18 -
Total assets of the fund have increased almost 20 times since December.
July 9 -
Although investors think the 10-year Treasury yield will easily reach 3.5%, analysts warn “there might be a few blips on the way.”
July 2 -
Volatility has returned in 2018, while easy stock gains have vanished.
June 27 -
The firm’s largest investors have already been in talks about strategic options, according to people familiar with the matter.
June 21 -
Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.
June 13 -
There’s only so many ways to mine this strategy and make money.
June 7 -
A compliance manager from the firm was also injured in the attack, according to Canadian media reports.
April 24 -
Broadridge Financial follows Invesco to the Canadian digital advice market.
December 13


















