Morningstar

The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.

Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.

The 20 top-performers are largely comprised of low-cost tech offerings.

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.

Many firms are modifying their ETFs’ existing mandates to be ESG-oriented without forcing investors to sell — and thus avoiding a tax bite.

They’re more expensive than their passive peers. But did they beat their benchmarks?

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

Nearly all of the fixed-income funds held short term debt.

In what was a stellar year for corporates, governments nearly missed the list entirely.

While some tax-planning tasks can be time-sensitive, the challenge is to tackle the others that aren’t in a calculated fashion, an expert explains.

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

More than half of them track the industry’s top-performing category.

“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.

“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

The fact that it’s impossible to track the amount of revenue sharing kickbacks demonstrates the problem, says the research firm’s lead policy wonk.