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Evidence-based portfolios have been a bust over the last decade, and they may become a tough sell for the average investor.
March 19 -
The products invest in private equity, hedge funds and real estate for the bank’s wealth management arm.
March 15 -
Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.
March 13 -
New regulated products from the company will cover the full crypto spectrum, its CEO says.
March 12 -
The RIA divisions of Raymond James and RBC are also among the companies that self-reported.
March 11 -
The new product is expected to be the lowest-cost in the category.
March 7 -
The renamed Janus Henderson Absolute Return Income Opportunities Fund reflects a “team entity, not a single manager,” new lead manager Nick Maroutsos says.
March 6 -
The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.
March 5 -
The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.
March 5 -
The development is part of an intensifying price war and focuses more attention on the specter of zero-fee funds.
March 4









