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The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.
January 16 -
Data reported by FUSE Research.
January 12 -
The proliferation of smart beta and increased AUM are among the forecasts by industry experts.
January 12 -
Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.
January 11 -
Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?
January 10 -
Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.
January 10 -
The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
Tim Buckley has to navigate the perils of passive-investing dominance.
January 4
Bloomberg News -
The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.
January 3 -
For the first time, fund managers must disclose a breakdown of their fees to banks, insurers and other distributors.
January 3 -
It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.
December 27 -
The firm aims to use the technology to reduce both manual tasks and risk.
December 21 -
Dec. 18: The proposed active offerings are set to debut in February.
December 15 -
The fund provides exposure to companies associated with cannabis, alcohol and tobacco.
December 15 -
Passive funds are the decisive victor in attracting cash.
December 13 -
The ninth-largest dividend cut ever in the S&P 500 raises concerns of sector concentration.
December 11 -
The division expects annual net inflows of 3% to 5% of AUM in the medium term.
December 8 -
Dec. 11: Asset management experts say these topics will be key drivers in 2018.
December 8 -
With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.
December 8
Wealth Logic -
To add insult to injury, these returns didn’t even come cheap. The average expense ratio was more than 1%.
December 6

















