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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.
July 10 -
The asset manager's flows are down 42% year-over-year. The industry: 50%.
July 6 -
The firm plans to expand access to its line of low-cost funds to roughly 1,800, including those from BlackRock, Schwab and SSgA.
July 2 -
Although investors think the 10-year Treasury yield will easily reach 3.5%, analysts warn “there might be a few blips on the way.”
July 2 -
If approved, the funds will exclude investments in alcohol, tobacco, weapons, fossil fuels and nuclear power.
June 28 -
The fund provides access to China-based companies committed to implementing the digital ledger technology. Plus; other launches.
June 22 -
Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.
June 21 -
In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.
June 15 -
The funds have the potential to distort stock prices and to inspire a large-scale market sell-off.
June 15 -
TPW Investment Management aims to provide alpha-generating ETF-based investment solutions.
June 15 -
There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.
June 14 -
The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.
June 12
Wealth Logic -
Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.
June 11 -
There’s only so many ways to mine this strategy and make money.
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