Fee disclosures

The regulator proposed a "clear and concise" summary for clients considering the products, but the impact appears limited.

The new fund is part of State Street’s larger plan to push into so-called thematics.

CEO Manny Roman expects the move will help the firm cash in when the next economic downturn comes.

Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.

One of the firm’s corporate bond funds is down 4.3% this year, while another has lost 5.4%.

The firm gathered nearly $1 billion since creating the industry’s first free index mutual funds in early August.

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.

Elkhorn Capital is being sued by investors who say its founder misrepresented a marketing relationship with Barclays.

Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.

Asset managers are under pressure to maximize distribution efforts amid tightening regulations and tech innovations.