Investments

Data reported by the Investment Company Institute.

Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.

New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.

The regulation encourages more transparency around fees for products that weren’t previously required to reveal such information.

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

To add insult to injury, these losers charge high fees – 12 of the 20 have expense ratios over 1%.

The company made reductions by as much as 20 basis points at the offerings, which total about $204 million in assets.

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

Personal Advisor Services closes in on the $100 billion AUM mark.

Some platforms are promoting their approaches to attract more sophisticated young investors.

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.

The offerings outperformed their developed-nation counterparts this year on the back of faster growth and narrower current-account deficits.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

Expected new chief for financial products is fueling speculation for more innovative funds.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

Data reported by the Investment Company Institute.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

The negotiations come as asset managers seek to increase the amount of money they oversee amid growing pressure to slash fees.