Mutual funds

Crafting messaging goals for fund providers in an era of strict regulation can be stressful. But communications firm Blu Giant says there are ways to develop strategies, even for social media, that can keep a provider from drowning in too much information or sinking under regulatory fines.

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.

Burdensome regulation costs and the prospect of potentially even more scrutiny continues to frustrate asset managers, but new management strategies and the continued growth of ETFs have proven to be bright spots for the industry.

The world's biggest investment managers, from BlackRock to Vanguard, have a simple message for Mark Carney, head of the Financial Stability Board: Stop trying to regulate us like banks.

Cloud-enabled content management solutions centralize collateral creation. Here's an explanation of why it can help your firm reduce technology costs.

Old Mutual Global Investors transferred management of a $272 million bond fund to Bill Gross at Janus from his previous firm, Pimco.

Asset managers groaning under the weight of regulatory requirements scrambled to learn more about recent SEC proposals that would increase their data collection and reporting requirements about their holdings.

Welcome to the era of ETF mashups, whose issuers act like Dr. Frankenstein and combine popular strategies hoping the result will be greater than the sum of its parts.

Federal Reserve Chair Janet Yellen and other U.S. officials should push global regulators away from designating individual asset managers and investment funds systemically important, ICI said.

There's a cloud over the J.P. Morgan unit where pensions are managed: The SEC is well along in an investigation into conflicts of interest in the bank's wealth-management unit, whose products include individual retirement accounts.

Vanguard has joined the fight against a plan by the Financial Stability Board to identify too-big-to-fail investment funds, calling its proposal deeply flawed.

Potential rate increases are keeping income investors skittish. Here's how to deliver smart strategy and informed advice.

How well can active managers adapt to a market favoring passive funds and cheap ETFs? One firm's response is to offer a passive ETF of its own with the goal of demonstrating it can be good at passive and active strategies.

Pimco considered recruiting Gary Cohn, president of Goldman Sachs, as a top executive in 2013, people with knowledge of the matter said.

Guide Financial, which counted among its advisors Esther Stearns, former head of Nestwise -- a now-shuttered LPL venture aimed at middle-class clients -- is the latest technology provider to be acquired.

Most managers have not yet realized the full potential of social media, or set corporate policy, to augment their institutional sales and marketing efforts.

More than $1.55 billion has been withdrawn this month from ETFs concentrated on energy stocks such as Exxon Mobil and Chevron.

To tap into the demand for socially responsible investing, asset managers would do well to understand the different approaches that exist even within the market niche known as environmental, social and governance.

Closely tracking the ETF market for Windhaven Investment Management, Linda Zhang is excited at the potential for overall ETF growth.

Martha B. Willis and her team have introduced over 17 new products across OppenheimerFunds and integrated the offerings of SteelPath, an energy-focused investment company and recent acquisition.