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Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.
November 20 -
SEC Commissioner Robert Jackson Jr. said his office studied 15 years of data to assess how the firms utilized their power on hundreds of proposals.
November 19 -
Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.
October 30Wealth Logic -
CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.
October 7 -
The cost savings of peer-to-peer trading could prove appealing in a world where profits are being squeezed by a race to the bottom on fees.
October 3 -
Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.
September 25 -
Cash flow has subsided and market conditions have changed since the fund was closed to most new accounts in 2016.
September 25 -
The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.
September 20 -
The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.
September 19 -
The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.
September 18