Passive management

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.

"It's going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing," an exec says.

Like other bank-owned asset managers, the division is under pressure from new regulations such as MIFID II and a protracted shift toward passive investing.

Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.

It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.

The new funds mark the startup’s latest foray into traditional wealth management.

Fund companies could launch a new type of product that does not have to reveal its assets.

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.

Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs.

Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.

“It’s hard to outrun secular risk,” says T. Rowe Price CIO David Giroux.

The new unit seeks to provide investors with fund-of-fund solutions.

The net outflows are staggering, but recent studies show the relationship is far more nuanced.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to Morningstar.