Mutual funds

Research into the point system for ranking funds questions whether the metric is valid in gauging future performance.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.

“People need to know what the rules are,” an industry consultant says.

Sometimes it makes sense to pay more.

Data reported by the Investment Company Institute.

Nov. 6: Platforms like FundKeeper are aimed at helping retirement account advisors comply with the DoL’s fiduciary rule.

The Silicon Valley-based digital advisor is taking pages from the playbook of traditional wealth management firms.

Instead, Morningstar should offer a curated menu of fund data and let investors decide which funds are best.

Data reported by the Investment Company Institute.

The move comes as part of a wider push to deepen the firm’s offerings across income-generating assets.

The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.

The launch from EventShares provides investors access to economic and policy-driven themes.

Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.

Data reported by FUSE Research.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

The acquisition is expected to provide access to a wide range of smart beta products.

Data reported by the Investment Company Institute.

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.