Fee disclosures

Fee pressure and improvements in data and analytics are among the leading issues the industry faces today, executives say.

The firm expects shareholders will save an estimated $3.2 million, annually.

Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.

With the reductions, nearly all of the firm’s index funds will have total net expenses lower than comparable Vanguard products.

Finding the right mix of tools can be daunting, says the firm’s director of financial planning.

With double-digit annualized returns produced by nearly all of these funds, the ranking illustrates the broader trend toward passive investing.

The hedge fund he founded, Appaloosa Management, has returned 25% a year since inception in 1993.

Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.

One of its products added a record $368 million after the firm discreetly slashed its fee in March.

The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.

The fund aims to undercut its cheapest competitor by 1 basis point.

The firm unveiled a discount in a footnote on page 94 of a revised regulatory filing.

After 30 years and a monster merger with Financial Engines, the firm is doubling down on its AUM fee structure.

Direxion’s Rob Nestor and David Mazza weigh in on hiring and compensation strategies, ETF space developments and the rise of robos.

The regulator is going back to some of the firms that voluntarily settled, requesting information on revenue sharing.

After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue.

Salt Financial plans to spend as much as $50,000 to woo buyers into its new low-volatility stock fund.

Although it undercuts 2,000 existing U.S. products, some analysts say the price still isn’t low enough.

The development is part of an intensifying price war and focuses more attention on the specter of zero-fee funds.

Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs.