-
The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.
December 2 -
Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.
November 26 -
Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.
November 20 -
Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.
November 20 -
Banks are hoping strategies like technology-enabled portfolio trading will help them grab a bigger slice of the shrinking fixed-income pie.
November 18 -
Clients opened 142,000 new accounts last month after Schwab escalated the brokerage industry's price war.
November 15 -
Rather than disclosing their portfolios every day like conventional ETFs, the nontransparent products will reveal their holdings at least once a quarter.
November 15 -
Those that shorted the market suffered “steep losses,” while market-neutral products posted “modest gains.”
November 13 -
The metal’s price has dipped from its high in September amid a raft of good news that has boosted investors’ risk appetite.
November 12 -
Data reported by the Investment Company Institute.
November 7 -
The SEC's recently passed ETF modernization rule is just one regulatory change industry leaders expect will impact asset management in the years ahead.
November 7 -
With an average gain of nearly 40%, the following mutual funds and ETFs are narrowly invested in the most attractive segments of the market.
November 6 -
As the sector grows to over $30 trillion in Europe, North America, Japan, Australia and New Zealand, one popular approach consists of excluding offenders.
November 5 -
The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.
November 4 -
The SEC’s recently passed ETF modernization rule, which expands choice in the market, “is probably the end of the mutual fund industry.”
November 1 -
Appetite for cyclical plays like financials has picked up as trade negotiations between the U.S. and China show signs of progress.
October 31 -
Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.
October 30 -
Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.
October 30
Wealth Logic -
Strategies may include building out RIA channels and cash sweep programs in efforts to make up for revenue declines.
October 25 -
The top 20 nearly doubled their gains over the last year, data show.
October 23

















