-
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 -
Asset manager VanEck’s product appeals to ESG-focused investors. Plus: other launches.
March 9 -
Although underrepresented in the industry, the odds of women running a passive fund versus an active fund are 1.36 to 1, Morningstar says.
March 9 -
Can a fund really ignore potential investments in Fortune 500 companies for non-financial reasons?
March 6 -
As planners flock to these products, sponsors are differentiating their offerings to better stand out.
March 6 -
Clients can omit companies that participate in “non-biblical activities” by investing in the new ETFs from Inspire Investing. Plus: other launches.
March 2 -
The move comes after Vanguard, State Street and BlackRock lowered expense ratios.
February 28 -
The move is a plus for clients looking to tap into emerging markets stocks and equities in Europe after run-ups the past year.
February 27 -
The solution is low-cost index funds, he says, adding that index pioneer Jack Bogle "is a hero."
February 26 -
The unique offering comes amid concern that President Trump will renegotiate NAFTA. Plus; other fund launches.
February 17 -
With these five funds, clients don’t have to spend a lot for a stock portfolio that pays.
February 16 -
In spite of its own compliance policies, the firm failed to get several hundred clients to sign a disclosure notice that described risks associated with inverse ETFs.
February 14 -
Some providers are offering access to the industry through bundles of shares focused on businesses that run everything from airports to cell phone towers.
February 14


















