Morningstar

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.

The average fee was nearly 20 basis points higher than the top-performer.

Multiple rate hikes by the Fed last year contributed to less-than-stellar results.

All 20 funds posted losses over the last year.

Nearly all of the outflows came from mutual funds and ETFs that posted losses.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

The top 20 are now home to nearly $1.2 trillion in combined assets.

A record 186 funds were shuttered last year. What does this mean for the future of the industry?

A record number of fund openings and closures were reported last year. What does this mean for the future of the industry?