Passively managed products

Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.

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

Many firms are finding new ways to incorporate computer models and data science into their research.

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.

While the firm's conquest of the money-management business may seem inevitable, it’s a mistake to extrapolate its recent success into the future.

Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.

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.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.

Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,

The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.

The fund provider is the latest firm expecting more advisers and long-term investors will turn to passive investing because of the regulation.

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.

“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.

Active funds may be winning the ongoing debate at the moment, but that comes with a few caveats.