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“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

Macro funds, which invest in broad global trends, had the biggest disparity.

With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

Nearly all of the fixed-income funds held short term debt.

Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.

Similar products are stockpiling unprecedented levels of new cash as investors look to alternative assets for growth and income.

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Protesters and nonprofits are ramping up criticism of the largest fund managers for what they say is insufficient action around the global environmental crisis.

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