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Data reported by the Investment Company Institute.
July 21
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The nation’s largest IBD plans to launch a platform with load-waived shares from 20 companies.
July 17
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The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.
July 14
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July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.
July 14
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Data reported by the Investment Company Institute.
July 14
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The firm’s growth last quarter was the biggest since the 2014 departure of its co-founder Bill Gross.
July 14
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Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.
July 14
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The firm is adjusting to more investors opting for low-cost funds over active management.
July 12
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The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.
July 7
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East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.
July 7
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Data reported by the Investment Company Institute.
July 7
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July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.
July 7
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Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.
July 6
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Taxable-bond mutual funds added more than $17 billion in June, while domestic equity funds lost about $15 billion.
July 6 -
The positive net flows of U.S. mutual funds was driven by taxable bonds.
July 5
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Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.
July 5
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Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.
June 30
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Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.
June 29
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You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.
June 28
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Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.
June 26
