Vanguard

The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.

The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.

The firms broke with Climate Action 100+, a group of money managers overseeing more than $33 trillion, during this proxy season.

Narrowly focused investment strategies are a recipe for “feast or famine,” an analyst says.

Investment in technology and data management is becoming increasingly critical to distribution, and to managing regulation, reporting and operations.

Although the mistake was short-lived and the dollar value small, the mishap raises new questions about how managers monitor indexes.

Nearly all bested the broader market at roughly a third the price of the average fixed income product.

The glitch raises questions about the rapid growth of socially responsible investing and index strategies in particular.

Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.

Of the 25 new ETFs, the majority come from JPMorgan and investment company Direxion.

Although many underperformed the broader market, just over half posted double-digit gains.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.

Asset managers are embracing new distribution technology, big data and alternative investment strategies.

Close to 80% of strategists cited competition from the mega-managers as their most significant challenge last year.

Fixed-income products designed to minimize interest rate risk are among the leaders.

Just five asset managers hold about 80% of the new money added to the municipal-bond market this year.

Expense ratios associated with the new products range from 0.05% to 0.07%.

The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.

The firm’s complicated relationship with these fees is indicative of the industry’s overall struggle to find a balance between appropriate compensation and transparency.

The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.