Special Program Root Tag

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

The right strategy can save clients thousands of dollars, although the options are complicated.

Firms still rely heavily on commission income despite drops last year.

A net 80% of investors think America is the most overvalued region, analysts say.

Energy was likely a “headwind,” analysts wrote.

July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.

Data reported by the Investment Company Institute.

The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.

Large, active hedge funds shorted Comex futures because of the risk of higher U.S. interest rates, driving down prices of the metal, an analyst says.

Operational challenges and strategic initiatives are at a crossroads.

Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.

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.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

Its local unit is the first qualified domestic limited partner to be granted a license from the Asset Management Association of China.

The engine of future growth for the top independent broker-dealers is likely to be fees.

July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.

Data reported by the Investment Company Institute.

The firm’s growth last quarter was the biggest since the 2014 departure of its co-founder Bill Gross.

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.

Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.