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The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.
March 5 -
The development is part of an intensifying price war and focuses more attention on the specter of zero-fee funds.
March 4 -
The move is a bid to gain more say over what advisors recommend to clients.
March 1 -
Beacon Capital is shifting to the manager’s sector products after volatility late last year prompted it to sell stock funds and hole-up in debt.
February 22 -
The average fee was nearly 20 basis points higher than the top-performer.
February 13 -
As the demand for more specialized products increases, the largest ETF providers are continuing their race to the bottom.
February 11 -
Multiple rate hikes by the Fed last year contributed to less-than-stellar results.
February 6 -
Fresh doubts about whether star managers can deliver consistently superior returns have been raised following Bill Gross’ retirement.
February 6 -
All 20 funds posted losses over the last year.
January 23 -
Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.
January 16
Wealth Logic -
The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.
January 8 -
Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.
December 31 -
Year-end tax planning may be at the root of the combined $1.8 billion in outflows, an expert says.
December 20 -
Even worse, those at the bottom of the pack averaged higher expense ratios.
December 12 -
The firm anticipates the change will save its 1.5 million Admiral Shares clients roughly $71 million.
December 12 -
An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.
December 11 -
Many of the bill’s provisions are taken from the Retirement Enhancement and Savings Act, which enjoyed some bipartisan support.
November 28 -
Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.
November 20 -
Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?
November 19 -
Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.
November 16












