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Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.
July 14 -
Tim Buckley will become the money manager’s fourth CEO since it was founded in 1975.
July 13 -
East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.
July 7 -
The positive net flows of U.S. mutual funds was driven by taxable bonds.
July 5 -
There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.
July 5 -
Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.
June 29 -
Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.
June 27 -
Many new products are great for the industry and not so great for our clients.
June 26Wealth Logic -
Low costs and an overall shift toward passive are only part of the reasons why they are leaving such an impact, according to four experts’ testimonies.
June 19 -
Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.
June 16