Special Program Root Tag

The actively managed offering aims to invest in corporate and non-corporate obligations, excluding government-guaranteed issues.

Can you live up to your own guidance?

Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.

The SEC, wary of bringing crypto to the masses, postponed a decision last week from VanEck and SolidX and rejected a proposal from the Winklevoss twins.

Tightening regulations and digital innovations are among the most important issues facing distribution channels, executives say.

Part of the problem stems from how slow regulators have been to define their views of virtual currencies.

Data reported by the Investment Company Institute.

Asset managers are under pressure to maximize distribution efforts amid tightening regulations and tech innovations.

The legendary manager’s Unconstrained Bond Fund ended July down almost $1 billion from its February peak.

State Street and Goldman Sachs are planning a series of funds that would invest in everything from robotics to deep-sea exploration.

AUM, revenue and client base growth are soaring, but advisors must remain vigilant.

The shift in strategy comes as central banks move away from policies that have buttressed markets since the financial crisis.

“The industry has not done any favors to young advisors,” says independent advisor Douglas Boneparth.

To get back into investors’ good graces, funds have had to alter traits like their liquidity, fees and even their overall structure.

The pool of money will primarily buy investments from so-called side pockets of illiquid stocks created before 2008.

“Are we reactive to what one competitor does? Absolutely not,” CIO Greg Davis says.

The largest firms’ combined VA and FA revenues hit a three-year low in 2017, but the products still make up a significant portion of their businesses.

A younger cadre of managers led by new President Jonathan Gray is moving up.

High-yield credit volatility has actually declined since the products first came on the scene.

The biggest losers so far? High yield bond and large value products.