ETFs

The firm is adjusting to more investors opting for low-cost funds over active management.

Aside from stocks, strong and consistent trends have been hard to come by this year.

Prices that reached an almost seven-month high in June have now dropped for five straight weeks, the longest slump this year.

The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.

The influence of index and ETFs is growing, but it's not destabilizing yet.

East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

U.S. Global's fund enters the market at a time when the precious metal is down roughly 10% from its peak a year ago.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

Distributors are no longer content with labeling their products with star investors.

Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.

The issue comes to down whether the strategy is good at picking stocks primed to rise.

Beneficiaries owe no federal tax on collected payouts after the policyholder dies.

Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.

The new tool is aimed at lowering costs for investors.

Many new products are great for the industry and not so great for our clients.

For a solution, look to deficiencies found in the Markowitz model, one manager says.

Jim McNamara, head of a business that sells the firm’s mutual funds and ETFs to third parties, will depart after two decades.