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Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.
August 14
Wealth Logic -
The SEC, wary of bringing crypto to the masses, postponed a decision last week from VanEck and SolidX and rejected a proposal from the Winklevoss twins.
August 14 -
Tightening regulations and digital innovations are among the most important issues facing distribution channels, executives say.
August 13 -
Data reported by the Investment Company Institute.
August 10 -
Asset managers are under pressure to maximize distribution efforts amid tightening regulations and tech innovations.
August 10 -
State Street and Goldman Sachs are planning a series of funds that would invest in everything from robotics to deep-sea exploration.
August 9 -
A big difference in fees may not be enough to offset taxes on capital gains.
August 7 -
“Are we reactive to what one competitor does? Absolutely not,” CIO Greg Davis says.
August 3 -
High-yield credit volatility has actually declined since the products first came on the scene.
August 2 -
The biggest losers so far? High yield bond and large value products.
August 1 -
The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.
August 1 -
The flood of new money may be evidence that investor angst is confined to the highest-flying tech segment and not the industry at large.
August 1 -
The fund’s portfolio management team began dumping exposure to the social media giant in light of the Cambridge Analytica scandal.
July 27 -
The SEC called into question the ability of the cryptocurrency’s exchanges to sufficiently police trading.
July 27 -
Some funds that were in the black still turned in a poor performance — it’s all relative.
July 24 -
Retail interest in ETPs tied to volatility has dimmed since early February when the S&P 500 tumbled 8.5%.
July 24 -
Rebranding efforts from Allianz’s $595 billion asset management arm are aimed at reassuring investors that stock pickers are worth the extra fees.
July 23 -
Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.
July 19 -
The proposal would lay out formal steps for setting up less-complicated funds.
July 19 -
Inflows have slowed? Actively managed funds would like to have that problem.
July 19





















