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New research has found that funds with a high percentage of assets in ETFs underperform funds that hold stocks.
April 3 -
There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.
March 29NextCapital -
The outflows are another indication of the hedge fund industry’s declining popularity after years of underperformance.
March 28 -
Multi-asset funds offer something that isn't easy to automate.
March 28 -
A high-yield corporate debt fund offering from the bank.
March 24 -
Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.
March 16 -
The funds have accounted for 27% of all trades since the election, 3 percentage points above average.
March 15 -
Only four non-U.S. funds offer both a dividend focus and an expense ratio under 0.35%.
March 14 -
The SEC decision ended a months-long rally that pushed the virtual money’s value higher than gold.
March 13 -
The firm has already standardized its variable annuities and alternative investments and is working toward doing the same for mutual funds as well as indexed and fixed annuities.
March 9