ETFs

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.

Low costs and an overall shift toward passive are only part of the reasons why they are leaving such an impact, according to four experts’ testimonies.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Money’s not leaving the markets, but rather moving in an “old fashioned” rotation that favors value stocks and small-caps at the expense of tech.

How new competing international and small-cap ETFs stack up.

Several new funds from the manager are aimed at providing approaches that have seen years of institutional success.

Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.

QIM’s Tactical Aggressive Fund ended May up 13%, adding on to a 9.2% gain in April.

The money manager created the new role in order to accelerate the growth of the funds.

Central bank rate policies are artificially driving up asset prices while creating little growth in the real economy, the Janus bond fund manager suggests.