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Its purchase includes the manager’s mutual fund and ETF businesses.
November 15 -
Recently, higher interest rates and stock market volatility have undermined gains.
November 14 -
Some were unable to access the firm’s website while the S&P 500 experienced its worst decline in nine months.
November 14 -
The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.
November 9 -
The good times in munis aren’t likely to last as the Fed’s push to boost interest rates will hamper future results, an expert says.
November 7 -
Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.
October 29 -
The firm charges a very low fee but then steers customers to — can you guess? — its own funds.
October 22
Financial Planning -
Those with outflows cost clients more than twice as much.
October 17 -
The crash of 2008 was intense but, in hindsight, short-lived. Market gains began a few months afterward and have continued with few exceptions.
October 3 -
While sector holdings previously were pretty similar among issuers, distinctions as a result of the shuffle are expected to be stark.
September 21 -
Don’t ignore that every generation is into ESG-type issues when they are young.
September 18 -
It’s the first U.S.-domiciled index ETF of ETFs with access to the global investment-grade credit universe, the firm said.
September 12 -
Fees were nearly half the price of the top-performing active funds.
September 4 -
To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.
August 29 -
The liquidations are part of an ongoing process to ensure its products meet their clients' evolving needs, the firm says.
August 23 -
With $145 million of net inflows, the fund is on track for its best month since June 2017.
August 21 -
Elkhorn Capital is being sued by investors who say its founder misrepresented a marketing relationship with Barclays.
August 20 -
While diversification is important, more isn’t always merrier with these funds.
August 20 -
These expense ratios were closer to the average fund fee in 1996.
August 15 -
Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.
August 15

















