-
The dueling plans will almost double both firms’ platforms to nearly 1,000 combined products.
February 13 -
As the demand for more specialized products increases, the largest ETF providers are continuing their race to the bottom.
February 11 -
The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.
January 14 -
Flat fees may not be as profitable or scalable, but they have significant benefits.
January 7
Single Point Partners -
A record 186 funds were shuttered last year. What does this mean for the future of the industry?
January 7 -
The custodian says as it rebuilds for a digital era, hiring technologists is a top priority.
December 19 -
The fund company has added more than $50 billion this year, mostly from inflows.
December 10 -
Industry headwinds from costs and fees remain as relentless as ever.
November 20 -
New actively managed municipal bond ETFs from the firm have attracted $50 million in assets since their inception in October.
November 16 -
The sector historically has been “resilient to economic downturns,” ProShares wrote in the new fund’s prospectus.
November 6 -
High-fee managed futures, energy limited partnerships and multi-alternatives products topped this list.
November 1 -
The regulator proposed a "clear and concise" summary for clients considering the products, but the impact appears limited.
October 31 -
The new fund is part of State Street’s larger plan to push into so-called thematics.
October 23 -
CEO Manny Roman expects the move will help the firm cash in when the next economic downturn comes.
October 19 -
Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.
October 18 -
One of the firm’s corporate bond funds is down 4.3% this year, while another has lost 5.4%.
October 1 -
The firm gathered nearly $1 billion since creating the industry’s first free index mutual funds in early August.
September 13 -
The Fidelity Zero Total Market Index Fund attracted $753.5 million through Aug. 31, while the Fidelity Zero International Index Fund gathered $234.2 million, according to Fidelity’s website.
September 4 -
Elkhorn Capital is being sued by investors who say its founder misrepresented a marketing relationship with Barclays.
August 20 -
Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.
August 14
Wealth Logic















