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If price were the only reason for success, competitors would have simply slashed their fees.
October 13 -
Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.
October 12 -
Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.
October 6 -
The underpinnings of the Hippocratic Oath, the phrase is as applicable to providing investment advice as it is to medical care.
October 4
Portfolio Solutions -
Most of the firm’s reticence has come down to a marketing debate.
September 29 -
These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.
September 28 -
While the SEC does its due diligence into the new European rules, some of the world’s largest money managers have started to make independent decisions.
September 25 -
All posted positive returns over five years, but active saw the largest outflows.
September 20 -
Clients will flock to digital advice, but conditions favor incumbent firms, a study found.
September 18 -
These funds can affordably provide clients with REIT exposure.
September 14 -
With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?
September 13 -
The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.
September 13 -
The firm wants to adopt a new benchmark that would add specialty REITs to the mix.
September 13 -
Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.
September 13 -
Give life advice and charge accordingly, says United Capital's Joe Duran.
September 13 -
The firm plans to charge nine basis points for exposure to a basket of large-cap stocks, lower than any other comparable offering.
September 12 -
Even though MiFID II doesn't go into effect until Jan. 3, executives have complained they still lack clarity about its rules.
September 11 -
Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.
September 1 -
The change is attributed in part to the cost of managing dividends.
September 1 -
The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.
August 29
















