Vanguard

The $284 billion asset manager aims to track municipal bond prices in its mutual funds with the service.

Factor-based approaches to index investing have won heaps of investment. Can it last?

Although bigger may be better for the fund giants, passive strategies may be blurring the inherent value of securities.

Dec. 4: The asset management and wealth management space posted 35 deals worth $2.4 billion in total activity in the third quarter.

These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

The seven funds are expected to begin trading in the first quarter.

Data reported by FUSE Research.

The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.

Some fund managers specializing in distressed debt smell an opportunity.

Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.

The longer the trend continues, the more likely its effects could spread to bank earnings and the economy.

The firm has $1.9 billion invested in companies that back regimes in Sudan, Syria and Myanmar, according to a non-profit group.

Nov. 13: Planners behind the curve may lose out on productivity and quality of service offered to clients.

The average fund posted a 12.6% annual gain compared to 7.6% for the S&P 500.

The move comes as part of a wider push to deepen the firm’s offerings across income-generating assets.

Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.

Data reported by FUSE Research.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

Human resources executives place emphasis on new technology to evaluate future and existing employees at NICSA's annual membership meeting.