Investment funds

“People need to know what the rules are,” an industry consultant says.

Sometimes it makes sense to pay more.

Data reported by the Investment Company Institute.

Nov. 6: Platforms like FundKeeper are aimed at helping retirement account advisors comply with the DoL’s fiduciary rule.

The delay was partly prompted by BlackRock’s testimony that policymakers, not index compilers, should set corporate governance standards.

The Silicon Valley-based digital advisor is taking pages from the playbook of traditional wealth management firms.

Unlike humans, the technology is not able to explain why it made a particular decision.

With the compliance deadline nearing, regulators have yet to make key decisions on dark pools, rules clashes with foreign markets and data collection.

One alternative tactic, though expensive, includes buying put options on equities or an index, according to the team.

Instead, Morningstar should offer a curated menu of fund data and let investors decide which funds are best.

Data reported by the Investment Company Institute.

Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.

The fund will give investors exposure to noninvestment-grade bonds for less than half the cost of its flagship high-yield offering.

The move comes as part of a wider push to deepen the firm’s offerings across income-generating assets.

The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

The launch from EventShares provides investors access to economic and policy-driven themes.

Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.

Data reported by FUSE Research.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.