Fee disclosures

Some 225 funds traded for the first time over the past 12 months, down for a second-straight year.

Investors are pulling money at an accelerated pace as high fees and mediocre returns send them searching for yield elsewhere.

Now, armed with data from the rule’s rollout in Europe, asset managers in the U.S. have a better sense of each analysts’ worth — fairly or not.

While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

The fact that it’s impossible to track the amount of revenue sharing kickbacks demonstrates the problem, says the research firm’s lead policy wonk.

The changes follow the firm’s recent move to cut some client fees on separately managed accounts.

It's no exaggeration to say rock-bottom fees are an existential threat to many asset managers. However, technology could still save the day.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.