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The bank has replaced dozens of high-cost offerings with more passive and enhanced actively managed products.
June 14 -
The traditional approach of buying credit to balance equity risk may no longer be of any use.
June 14 -
Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.
June 14 -
There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.
June 14 -
Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.
June 13 -
The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.
June 12
Wealth Logic -
Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.
June 12 -
Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.
June 8 -
Data reported by the Investment Company Institute.
June 8 -
There’s only so many ways to mine this strategy and make money.
June 7 -
Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.
June 7 -
BlackRock, the world’s largest provider of ETFs, sees fixed income as a growth driver for indexed products.
June 6 -
About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”
June 5 -
While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.
June 5 -
A fund weighted against brick-and-mortar businesses dropped 13% while the industry’s largest retail product tripled the return of the broader benchmark.
June 5 -
These portfolios look poised to shrug off their recent underperformance.
June 1 -
The Schwab U.S. TIPS ETF raked in more than $636 million in one day, the most ever for the fund.
May 31 -
When clients are too focused on returns, bring the discussion back to expenses.
May 23 -
Managing risk factors while selecting the components of various maturities and ratings for these products can be a daunting task.
May 23 -
The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.
May 22






















