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In the second quarter, that group of seven saw $34 billion in outflows.
October 31 -
Clients age 65 and up have to move fast to load up on medical expenses and get these benefits. Plus, considering MLP ETFs after the recovery of the energy sector and how certain mutual funds can charge a capital gains.
October 28 -
A Morgan Stanley survey finds that 64% of the time, sustainable strategies matched or outperformed traditional mutual funds in terms of returns.
October 26 -
Demand has increased as investors seek alternatives to more than $10 trillion of debt globally thats yielding less than zero.
October 21 -
Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.
October 21 -
Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.
October 20 -
Money from brokers and RIAs accounted for about 50% of Vanguard’s $225 billion in inflows this year.
October 20 -
Paul T. Lebel excessively traded shares that carried large front-end loads and "willfully disregarded the customers' interest," the agency said.
October 19 -
Clients may be less anxious if they know their portfolios include funds built for stability.
October 18 -
Many ETFs will avoid some aspects of sweeping new U.S. regulations meant to ensure that asset managers can easily meet investors redemption demands.
October 14 -
The challenges that asset managers face: rising regulatory costs and growing pressure on fees from cheaper competitors.
October 14 -
Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.
October 6 -
Strategies and products from active and passive managers continue to complement each other in portfolios.
October 3 -
A young alternative ETF producer right now has two growth opportunities, says Reality Shares' CEO Eric Ervin.
October 3 -
Takahiro Kusakari's life changed in 2007 when the then 28-year-old stumbled into a seminar by the founder of Japan's biggest independent mutual fund.
September 29 -
The region is home to more than 35% of all ETFs in the world, and yet it only holds about 20% of the money invested.
September 28 -
PureFunds CEO Andrew Chanin discusses what differentiates his firm's novel offerings from the rest of the industry.
September 22 -
Speculation is mounting that Fed officials, in a statement scheduled for release on Sept. 21, will signal that higher U.S. interest rates are on the way.
September 19 -
Assets in fixed-income ETFs swelled to A$2.32 billion ($1.7 billion) at the end of August.
September 19 -
Kim is leading Principal's charge into ETFs, which he called a natural complement to the mutual funds that the insurer already offers.
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