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Short interest on the largest ETF tracking the S&P 500 is the lowest level on record.
January 9 -
The regulator outlined the top priorities for 2018 examinations.
January 8 -
Three funds tracking the debt products attracted a combined $2.3 billion in one week.
January 8 -
The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
Despite returns of about 8% last year, the products lagged behind the S&P 500’s 22% climb.
January 5 -
The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.
January 4 -
Stocks rallied around the world on signs the global economic expansion that pushed benchmarks to records in 2017 remains intact.
January 4 -
The first pure-play pot ETF in the U.S. expanded 13-fold in five trading days.
January 4 -
Tim Buckley has to navigate the perils of passive-investing dominance.
January 4
Bloomberg News -
The funded ratio for defined benefit plans at Fortune 1,000 firms rose to 83% at the end of 2017, a new report says.
January 3 -
The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.
January 3 -
Rarely have investors had such consistent, steady gains, and abundant anomalies, says one expert.
January 3Ritholtz Wealth Management -
This year, digital wealth management will shift to goal-driven advice that is instantly accessible and always personalized.
January 3
Jemstep -
For the first time, fund managers must disclose a breakdown of their fees to banks, insurers and other distributors.
January 3 -
Planners have picked up some bad habits over the years. Here’s what do to about it.
January 2Momentum Advisors -
It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.
January 2 -
It is not the fiduciary rule or whether robo technology is friend or foe.
December 27
Financial Planning -
It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.
December 27 -
The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.
December 27
Jefferson National















