Morningstar

These double-digit returns came at a price lower than the rest of the sector.

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Asset managers are seeking alternatives to standard mutual fund products.

Clients are paying about half as much to own funds as they were 20 years ago.

The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.

Expense ratios were more than twice the industry average.

Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.

The products have benefited from the past decade of “economic expansion and bull market for risk assets,” one expert says.

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?

The average expense ratio among the top-performers is 40 basis points higher than the average.

Direxion’s Rob Nestor and David Mazza weigh in on hiring and compensation strategies, ETF space developments and the rise of robos.

“Just like equities, last year was a volatile year and the fourth quarter of 2018 did a number on the returns of risk assets,” an expert says.

In the last five years, the universe of sustainable funds has increased almost 70% to $760 billion in European and U.S. mutual funds and ETFs.

Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.

It’s not just clients in high-tax states buying up muni bonds.

Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.

The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.

The move comes as competitors cut prices to entice RIAs to leave the platform.

The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.

Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.