Index funds

The firm gathered nearly $1 billion since creating the industry’s first free index mutual funds in early August.

The difference between 0.03% and zero will prove to be bigger than three basis points.

Inflows have slowed? Actively managed funds would like to have that problem.

The bank has replaced dozens of high-cost offerings with more passive and enhanced actively managed products.

There’s only so many ways to mine this strategy and make money.

BlackRock, the world’s largest provider of ETFs, sees fixed income as a growth driver for indexed products.

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

The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.

The average annualized return of the top 20 funds has been nearly 15%.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.

It’s largely hedge funds that have been bailing out while equity and bond fund managers have remained on the sidelines.

The new fee system will impact more than 800,000 customers.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

Rapidly shifting economic conditions, a new tax law and the preponderance of low-cost passive products are just some of the obstacles in the year ahead.

The firm launched an asset management unit to manage the product, providing access to the estimated $450 billion digital currency market.

Investing in certain uptrends may pay off for clients.

The firm reported $33.9 billion in redemptions from active funds over the last year.

Investors are increasingly focused on fees, and the problem for Wall Street is that there’s nothing it can do that Vanguard can’t do more cheaply.

After years of posting disappointing results, Fidelity's actively managed mutual funds showed signs of improvement in 2017, excluding the flagship Fidelity Magellan.

Tim Buckley has to navigate the perils of passive-investing dominance.