Special Program Root Tag

State Street Corp., which opened the first U.S. exchange-traded fund in 1993, is starting its first currency-hedged ETF.

Advisors must determine what kind of help they need at the outset.

The $4.3 billion iShares 20+ Year Treasury Bond ETF saw investors withdraw $1.7 billion of cash in the six weeks ended June 5.

Advisors who are thinking of starting their own firms need to understand that compliance is as essential to their business as any other aspect.

Financial Planning unveils its annual list of the industry's biggest independent broker-dealers.

Crafting messaging goals for fund providers in an era of strict regulation can be stressful. But communications firm Blu Giant says there are ways to develop strategies, even for social media, that can keep a provider from drowning in too much information or sinking under regulatory fines.

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.

Advisors choosing independence do well as a pack.

Payout structure is a key consideration when thinking about the move to independence.

Burdensome regulation costs and the prospect of potentially even more scrutiny continues to frustrate asset managers, but new management strategies and the continued growth of ETFs have proven to be bright spots for the industry.

The world's biggest investment managers, from BlackRock to Vanguard, have a simple message for Mark Carney, head of the Financial Stability Board: Stop trying to regulate us like banks.

Cloud-enabled content management solutions centralize collateral creation. Here's an explanation of why it can help your firm reduce technology costs.

Old Mutual Global Investors transferred management of a $272 million bond fund to Bill Gross at Janus from his previous firm, Pimco.

Advisors need to determine ahead of time how they are going to make ends meet for at least two years as they build their businesses.

When going independent, advisors should create and use an electronic practice playbook as a tool to help stay organized and navigate easily through technology procedures.

Now may be the time to take advantage of advisors leaving wirehouses en masse, as contracts signed after the financial crisis seven years ago begin to expire

The decision to break away raises many issues and questions, not the least of which is whether clients will follow their advisor out the door.

Asset managers groaning under the weight of regulatory requirements scrambled to learn more about recent SEC proposals that would increase their data collection and reporting requirements about their holdings.

Welcome to the era of ETF mashups, whose issuers act like Dr. Frankenstein and combine popular strategies hoping the result will be greater than the sum of its parts.

Those seeking to go independent shouldn't make such a move without first consulting an advisor at the firm being considered.