Vanguard

The fund provides exposure to companies associated with cannabis, alcohol and tobacco.

Passive funds are the decisive victor in attracting cash.

The ninth-largest dividend cut ever in the S&P 500 raises concerns of sector concentration.

The division expects annual net inflows of 3% to 5% of AUM in the medium term.

Dec. 11: Asset management experts say these topics will be key drivers in 2018.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

To add insult to injury, these returns didn’t even come cheap. The average expense ratio was more than 1%.

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.