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Passively managed products
Retiring early despite investing mistakes
Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.
70 is the new 65 for retirement
Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,
Funds with the largest inflows
The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.
Fiduciary rule prompts ETF price cuts at BlackRock
The fund provider is the latest firm expecting more advisers and long-term investors will turn to passive investing because of the regulation.
Overcome clients’ mistrust of passive investing strategies
It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.
Grappling with fiduciary, active-passive debate and more at Morningstar
“There are so many business models offering financial advice, it’s almost impossible for a layperson to distinguish between advice and sales,” a panelist says.
