Vanguard

It would be the first fund of its kind from the asset management giant. Plus; other launches.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.

No performance chasers here; these investors buy on the downside.

The top independents all state going public is a goal, but there are doubts about broad market support.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

Practitioners say the rules conceal problems that regulators never fully considered.

Large-cap equities were the only group of offerings that outperformed their respective benchmark.

The regulation encourages more transparency around fees for products that weren’t previously required to reveal such information.

To add insult to injury, these losers charge high fees – 12 of the 20 have expense ratios over 1%.

Personal Advisor Services closes in on the $100 billion AUM mark.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

The hybrid firm stated it now has $4.9 billion in AUM, with $1.4 billion gained this year alone.

The firm has been building its passive business as investors dump active products.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.

For clients looking for investment income, these funds excelled in the first half of 2017.

There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.

July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.

While the firm's conquest of the money-management business may seem inevitable, it’s a mistake to extrapolate its recent success into the future.