Fee disclosures

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.

Disparate voices in the fiduciary debate agree that Form CRS might be too dense and complex to achieve meaningful disclosure.

There’s no playbook, but there is common sense, says XY Planning co-founder Alan Moore.

In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.

The funds have the potential to distort stock prices and to inspire a large-scale market sell-off.

Clients should not only check the fees, but also compare their after-tax returns.

When clients are too focused on returns, bring the discussion back to expenses.

The cheapest 20% attracted nearly $1 trillion in new client cash last year.

Financial advice sometimes is — and isn’t — deductible.

Less than a third of those polled analyze transaction costs before a trade.