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While bond investor anxiety previously focused on how the funds respond to abrupt withdrawals, skeptics are now homing in on secondary trading.
July 25 -
Fixed-income products designed to minimize interest rate risk are among the leaders.
July 24 -
Just five asset managers hold about 80% of the new money added to the municipal-bond market this year.
July 24 -
With markets near certain that the Fed will lower rates this month, debate has shifted to the size of the cut and its impact.
July 23 -
Investors wary of an intensifying trade war have piled into the firm's bond products, boosting net flows to $151 billion, according to the company.
July 22 -
While some firms have been successful at leveraging technology to scale sales and marketing processes, others have failed.
July 19
Synthesis -
A search for returns in less liquid assets may blur the transparency of real portfolio value.
July 18 -
The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.
July 17 -
The decision marks a shift for firm, which has largely ridden its equity-fund offerings.
July 17 -
Expense ratios associated with the new products range from 0.05% to 0.07%.
July 16 -
The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.
July 16 -
Regulators are asking cannabis fund providers to produce third-party legal opinions verifying they don’t violate state or federal laws.
July 16 -
The brokerage may pay about $2 billion for the additional advisory clients, according to reports.
July 15 -
The $3.7 million fund returned more than 40% in the second quarter, outperforming all domestic non-leveraged ETFs.
July 15 -
A new report asks whether the products have the potential to spark another crisis despite being created at the urging of the SEC to reduce risk.
July 15 -
The firm has shed fund holdings in defensive sectors such as health care and consumer staples.
July 11 -
The firm’s complicated relationship with these fees is indicative of the industry’s overall struggle to find a balance between appropriate compensation and transparency.
July 10 -
The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.
July 10 -
The SEC and FINRA say they’ve held a series of discussions with market participants on how decades-old custody rules might apply to virtual coins.
July 10 -
Outstanding options riding the world’s most heavily traded government debt product are near the highest level this year.
July 10



















