Fee disclosures

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

There will still be several different methods to have the fee waived.

Investors may be growing impatient with implementation of the administration’s agenda, an analyst says.

The move comes as part of a wider push to deepen the firm’s offerings across income-generating assets.

The launch from EventShares provides investors access to economic and policy-driven themes.

Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.

If price were the only reason for success, competitors would have simply slashed their fees.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

27 firms have signed on to the standard, but state regulators and industry groups are pushing for more.

Asset managers are still guessing how clean shares will fare under the new regulation.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

The firm plans to charge nine basis points for exposure to a basket of large-cap stocks, lower than any other comparable offering.

The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.

Advocates call for the commission to address investor confusion.

The pension fund wants to outsource some or all of its $26.2 billion in private equity investments with the money manager, people close to the matter said.

Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.

New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.