Capital markets

The expansion is intended to free advisors to spend more time on client-facing tasks, executives say.

Given that almost one-third of leveraged loans are just a downgrade away from triple-C, even a modest slowdown could create a snowball effect of sorts.

Female-founded startups receive less that 3% of all global funding, a report found.

The NHL team owner and famed asset manager’s challenges illustrates how the appetite for hedge funds has changed since he first got into the business.

The $10.1 billion fund’s star manager, well known for his contrarian investments, held on to a short position against U.S. Treasurys even as bonds rallied.

The top 20 nearly doubled their gains over the last year, data show.

SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.

More than $1 trillion is invested in bond ETFs, with trading leaping 41% in 2018 from a year earlier, according to research.

By slashing fees, custodians are also eliminating special ETF platforms they had spent the past five years building out.

The strategy has in theory made no money for investors 42% of the time since 2018, new research shows.

Despite recent rebranding efforts, the EventShares fund hasn’t seen an inflow since May.

In a little-noticed rule change, mutual funds no longer disclose their shrinking BD commission load-sharing payments.

“Not every muni is trying to achieve the same thing,” an expert says.

The decommissioning of redundant measures outweighed the creation of new benchmarks, according to a new report from the Index Industry Association.

Geopolitical friction and a slowdown in global economic growth have boosted the metal’s demand despite signs of recent wavering.

The change, the regulator says, will facilitate greater competition and innovation in the ETF marketplace, leading to more choice for investors.

Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

Since this March, almost 100 firms have settled with the regulator for approximately $173 million. Other cases are still pending.

Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.