Global investing

Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.

Assets under management for SMAs that invested in municipal bonds stood at $987 billion as of the first quarter, according to a JPMorgan Chase survey of 74 firms.

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

The wirehouse says it wants to simplify pricing for separately managed accounts and expand client choice.

The firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

These investments can help avoid getting caught up in market volatility as rates rise.

There will still be several different methods to have the fee waived.

The new move amounts to an estimate of $7 million cumulative savings. Plus; other launches.

Increased longevity will challenge the performance and use of products, said Sri Reddy, head of full service investments at Prudential Retirement.

Guggenheim Chief Investment Officer Scott Minerd says U.S. stocks may rally as much as 15% in the rest of the year.

As the industry endures market volatility and the onslaught of federal regulations, the search for cost reductions has become vital.

LongTail Alpha plans at least two strategies that may be available for clients in separate accounts or funds.

Fund administrators will need to contend with technological change, increased client demands and new competition, according to a recent survey of management executives across the globe commissioned by FIS.

The sudden closure of a TAMP spurred a competitor to seek a position to benefit from its demise, recognizing an opportunity to ramp up its growth plans, asset base and workforce.

Lattice Strategies founder, Theodore Lucas, and Darek Wojnar, head of single-asset strategies at Lattice, discuss the separately-managed account provider's first ETF offerings and investment focus on risk.

The end of the year is the perfect time to think about what you accomplished and what you want to accomplish in the next twelve months. This checklist will help ensure you've thought through the major considerations to plan your distribution strategy for 2015.

It's one of the most heated debates of investing that gained traction when Boston University economist Zvi Bodie stated in the mid-1990s that time plays no role in decreasing risks of holding stocks.

A new report gives added ammunition to the champions of passive investing.