ETFs

Taking an agnostic approach, the firm seeks international opportunities. Plus; other launches.

The firm's success bucks a long-held premise that investing in developing markets requires active managers responding to sudden shifts in political risk.

They handle the trading, rebalancing and overall management of portfolios — freeing advisers to face their clients. But not everyone wins, as Michael Kitces writes.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

The new move amounts to an estimate of $7 million cumulative savings. Plus; other launches.

Using history as a guide, these stocks have outperformed when the Fed starts raising rates from a low base, an MSCI study says.

New research has found that funds with a high percentage of assets in ETFs underperform funds that hold stocks.

There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.

The outflows are another indication of the hedge fund industry’s declining popularity after years of underperformance.

Multi-asset funds offer something that isn't easy to automate.

A high-yield corporate debt fund offering from the bank.

Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.

The funds have accounted for 27% of all trades since the election, 3 percentage points above average.

Only four non-U.S. funds offer both a dividend focus and an expense ratio under 0.35%.

The SEC decision ended a months-long rally that pushed the virtual money’s value higher than gold.

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.

Asset manager VanEck’s product appeals to ESG-focused investors. Plus: other launches.

Although underrepresented in the industry, the odds of women running a passive fund versus an active fund are 1.36 to 1, Morningstar says.

Can a fund really ignore potential investments in Fortune 500 companies for non-financial reasons?

As planners flock to these products, sponsors are differentiating their offerings to better stand out.