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The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.
May 22 -
The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.
May 18 -
Co-chiefs of the SEC’s Division of Enforcement tout a program aimed at repaying investors for excessive mutual fund fees as a new approach to curbing industry abuses.
May 17 -
The average annualized return of the top 20 funds has been nearly 15%.
May 16 -
Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.
May 15 -
Data reported by the Investment Company Institute.
May 14 -
Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.
May 14 -
The Elite Eight may be able to provide immediate diversification across more than one asset class.
May 11 -
They have time on their side, but compounding won’t work if they’re all in cash.
May 9 -
Muni funds should become more attractive under the new tax laws, say market observers.
May 2 -
The commission's frequently asked questions come six weeks ahead of the deadline to self-report placing clients in high-fee share classes.
May 2 -
Allegations of undisclosed private securities transactions by a former advisor followed two significant mutual fund cases involving the IBD network’s practices.
May 1 -
The cheapest 20% attracted nearly $1 trillion in new client cash last year.
April 27 -
A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.
April 26 -
The No. 1 IBD announced the new NTF offerings and additional flattened prices for its corporate RIA.
April 26 -
Discontent has been building in the mega-cap tech sector as Facebook faces growing scrutiny after the company's recent user-data controversy.
April 25 -
Investment firms are pushing into the country as financial reforms open access to an industry that’s expected to grow more than five-fold by 2030.
April 24 -
How can advisors best use the investment research firm's data to help clients?
April 23
Wealth Logic -
Less than a third of those polled analyze transaction costs before a trade.
April 20 -
When the product was announced a number of customers took to social media to voice questions and concerns.
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