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The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.
March 5 -
The development is part of an intensifying price war and focuses more attention on the specter of zero-fee funds.
March 4 -
New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.
March 4
Sondhelm Partners -
Data reported by the Investment Company Institute.
March 1 -
Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.
March 1 -
The move is a bid to gain more say over what advisors recommend to clients.
March 1 -
Portfolios constructed with companies betting on industrial and social transformations are besting rivals.
February 28 -
Asset managers are increasingly using the products for targeted adjustments and risk management, a survey finds.
February 27 -
Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs.
February 26 -
Investors currently pay 30 cents for every $1,000 invested in the cheapest ETFs from BlackRock, State Street and Charles Schwab.
February 26 -
The manager is touting momentum stocks even as its own ETF tracking the style suffers its longest outflow streak ever.
February 25 -
Beacon Capital is shifting to the manager’s sector products after volatility late last year prompted it to sell stock funds and hole-up in debt.
February 22 -
A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.
February 21 -
The race to zero may be reaching its natural limits.
February 21 -
The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.
February 20 -
Few dividend-oriented funds use this important metric to find stocks.
February 14 -
The dueling plans will almost double both firms’ platforms to nearly 1,000 combined products.
February 13 -
Although the issuer has amassed $127 billion in less than a decade, only four of the firm’s 22 ETFs focuses on debt.
February 12 -
As the demand for more specialized products increases, the largest ETF providers are continuing their race to the bottom.
February 11 -
There’s more on investors’ minds than fees after U.S. stocks suffered their worst year in a decade, a new study finds.
February 11



















