Vanguard

In an effort to weather the assault from index funds, a Scottish firm cuts fees but bets that performance is still key to attract clients.

Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.

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.

Tim Buckley will become the money manager’s fourth CEO since it was founded in 1975.

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.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

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.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.

Many new products are great for the industry and not so great for our clients.

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.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Three index funds may be all clients need. But that's rarely what they end up with.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Jack Bogle's advice flies in the face of the market’s recent conventional wisdom.

Central bank rate policies are artificially driving up asset prices while creating little growth in the real economy, the Janus bond fund manager suggests.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

Although the funds experienced a combined $586 billion in outflows over the last two years, this segment reported inflows of $41 billion.

The exploding popularity of quants has created a gold rush for fund developers.

Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.