Investment funds

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.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

The acquisition is expected to provide access to a wide range of smart beta products.

Reps recommended complex investments without restrictions, the regulator said.

Data reported by the Investment Company Institute.

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

The new platform offers the convenience of a brokerage account without incurring any of the fees that go with it, the companies say.

Data reported by the Investment Company Institute.

Most of the firm’s reticence has come down to a marketing debate.

These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.

A look at an 18-year period shows which is the better approach.

The Ariel Investments president is an advocate for the increasing the number of women and minorities in boardrooms.