ETFs

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

“The general feeling is that progress is made every day, little by little,” an executive said of the crypto community’s optimism.

The top 20 collected nearly $1 trillion in combined assets.

The delay does not “indicate that the commission has reached any conclusions,” the regulator said.

Nearly all posted losses over the last year.

Most Capital Group portfolio managers have at least $1 million of their own money in their funds.

More money has been pulled from hedge funds than added over the past four quarters, while ETFs reeled in $312 billion last year.

The SEC has just approved an ETF with negative fees — a sign that fund managers need to continue adjusting to their straitened circumstances.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

These double-digit returns came at a price lower than the rest of the sector.

Asset managers are seeking alternatives to standard mutual fund products.

Clients are paying about half as much to own funds as they were 20 years ago.

One of its products added a record $368 million after the firm discreetly slashed its fee in March.

Rather than developing a new family of ETFs, the asset manager created them as a share class within its existing mutual funds.

The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.

As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.

In a bid to further enhance its capabilities for advisors, the firm is also slashing ETF transaction fees on select funds later this year.

Since starting her career at Vanguard more than a decade ago, Denise Krisko has launched her own sub-advisory business that manages $4.5 billion.