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As optimism about potential Fed rate cuts fades, attention — and inflows — shift to bonds.
February 27 -
A tax efficient fund model, applied to new share class structures, awaits SEC approval.
February 21 -
Van Eck Associates failed to share important details about the fund's planned fee structure with its board, according to the regulator.
February 16 -
Last year, $4.3 billion was pulled from ESG-focused ETFs in the United States — the first annual outflows from the category.
February 16 -
Small doesn't mean unprofitable. From 2014 to 2024, funds invested in small-cap companies boasted returns as high as 13.96% per year.
February 15 -
Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.
February 13 -
Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.
February 8 -
The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?
January 30 -
Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.
January 29 -
Even planners who are willing to entertain investments in digital assets caution that clients should put no more in than they can afford to lose.
January 26