-
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.
June 7 -
Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.
May 31 -
When clients are too focused on returns, bring the discussion back to expenses.
May 23 -
The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.
May 22 -
The average annualized return of the top 20 funds has been nearly 15%.
May 16 -
J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.
May 15 -
Investors slammed the sell button on passive products in February amid the return of volatility that saw a record jump in Wall Street’s fear gauge.
May 14 -
Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.
May 11
















