ETFs

Oct. 16: Analysts say new products filling the void may reverse the trend.

If price were the only reason for success, competitors would have simply slashed their fees.

Managers are asking the SEC to relax constraints it imposed on the funds as they become the fastest growing products for investing in equities.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

There is an uphill slog for independents as the largest firms gear up for a price war on three fronts: financial advice, online trading and ETFs.

BNY Mellon, DST Systems and State Street are among the firms recognized for their excellence and operational achievements.

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Most of the firm’s reticence has come down to a marketing debate.

The options include indexes encompassing domestic, global and country-specific stocks.

The company is evaluating ways to package both its quantitative and active strategies into the funds, according to a person familiar with the matter.

The holdings in each of the three new offerings are rated A to BBB.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.

All posted positive returns over five years, but active saw the largest outflows.

Nearly 17 million investors will use the technology by 2021, a rise of 1.8 million compared to last year, Aite says.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Clients will flock to digital advice, but conditions favor incumbent firms, a study found.