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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 -
The actively managed offering aims to invest in corporate and non-corporate obligations, excluding government-guaranteed issues.
August 15 -
Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.
August 14
Wealth Logic -
“Are we reactive to what one competitor does? Absolutely not,” CIO Greg Davis says.
August 3 -
The biggest losers so far? High yield bond and large value products.
August 1 -
The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.
August 1 -
The proposal would lay out formal steps for setting up less-complicated funds.
July 19 -
Inflows have slowed? Actively managed funds would like to have that problem.
July 19 -
Brod will step in just after the board's controversial new code of ethics and standards takes effect in 2020.
July 17 -
The funds raked in a combined $840 million last week despite competitive hurdles banks typically face going up against money managers’ core products.
July 17 -
Rapid developments in financial technology are among the industry’s top operational challenges, asset managers say.
July 13 -
Passive funds attracted new cash even if their returns were negative.
July 12 -
Investors have found the sector attractive again as Treasury yields dropped to 2.8% in six days.
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