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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 -
The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.
May 22 -
Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.
May 21 -
The average annualized return of the top 20 funds has been nearly 15%.
May 16 -
Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.
May 15 -
Investors slammed the sell button on passive products in February amid the return of volatility that saw a record jump in Wall Street’s fear gauge.
May 14 -
Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.
May 14 -
The Elite Eight may be able to provide immediate diversification across more than one asset class.
May 11 -
The investment gives the world’s largest asset manager a focus on small-time investors.
May 10 -
Treasury volatility and the latest dollar rally have hurt the sector over the past two weeks.
May 3 -
Muni funds should become more attractive under the new tax laws, say market observers.
May 2 -
It’s the third consecutive month that funds holding debt attracted more cash than their equity counterparts.
May 1 -
“Securities that offer souped-up returns are just too dangerous,” says Executive Vice President Jim Ross.
April 30 -
The cheapest 20% attracted nearly $1 trillion in new client cash last year.
April 27 -
A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.
April 26 -
Less than a third of those polled analyze transaction costs before a trade.
April 20 -
The new fund tracks the S&P 500 Dividend Aristocrats Index.
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