Mutual funds

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

Data reported by the Investment Company Institute.

There wasn’t a lot of diversification among the top funds as technology has dominated the market gains in recent years.

Investors in his $1.4 billion closed-end offering saw huge gains as a result of stellar performance from his $88.9 billion Income Fund.

The smart-beta offerings each have an international focus.

Advisers have turned into the new active investment managers.

The firm has been building its passive business as investors dump active products.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

July 31: Being a good judge of character is a central ingredient, the co-founder of LM Capital says.

Data reported by the Investment Company Institute.

CEO Dan Arnold said advisers’ uncertainty about the fiduciary rule is waning.

For clients looking for investment income, these funds excelled in the first half of 2017.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

A net 80% of investors think America is the most overvalued region, analysts say.

July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.

Data reported by the Investment Company Institute.

The nation’s largest IBD plans to launch a platform with load-waived shares from 20 companies.

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.

Data reported by the Investment Company Institute.