Portfolio management

Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.

The firm raises its predictions after finding that fewer customers are shifting cash in pursuit of higher yields.

Edward Jones is also lowering its fees on certain asset ranges and seeing faster-than-expected adoption of the MoneyGuide investing systems.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

New offering would allow advisors to connect with more than 20 external asset managers.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

The deal comes an ongoing boom in private loans to businesses and consumers.

The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.