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.

To get back into investors’ good graces, funds have had to alter traits like their liquidity, fees and even their overall structure.

A big difference in fees may not be enough to offset taxes on capital gains.

“Are we reactive to what one competitor does? Absolutely not,” CIO Greg Davis says.

The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.

Rebranding efforts from Allianz’s $595 billion asset management arm are aimed at reassuring investors that stock pickers are worth the extra fees.

The proposal would lay out formal steps for setting up less-complicated funds.

The funds raked in a combined $840 million last week despite competitive hurdles banks typically face going up against money managers’ core products.

The change is needed to better align the interests of RIAs and the custodians that serve them.

The firm plans to expand access to its line of low-cost funds to roughly 1,800, including those from BlackRock, Schwab and SSgA.

The banker was accused of directing a scheme that tacked hidden fees onto billions of dollars’ worth of trades by sovereign funds and other investors.