When it comes to fixed income, active management helps investors avoid the inherent biases of bond indexes.
Convertible securities fund to be liquidated because it attracted the wrong kind of investors.
U.S. mutual funds and exchange-traded funds that passively track indexes now hold 48% assets and are likely to top 50% in 2019.
Mutual funds suffered redemptions of $56.2 billion in the week ended Dec. 19.
Firm awarded broker sales awards, despite mutual-fund churning flagged to home office, according to Finra.
The death of the DOL fiduciary rule condemned the mutual fund share class to extinction.
Amid the stock market sell-off, strategists have encouraged investors to pick value rather than growth
The $24 billion Financial Select Sector SPDR Fund saw $1.8 billion of outflows last week
Absence of Santa Claus rally triggers talk of bear markets and recession.
Giving advisers access to millions of retail investors expands the discount brokerage's move into the custodial space.
The combined Vanguard U.S. Growth Fund will create a $25 billion large-cap growth portfolio
A few are paying interest of more than 2% on savings accounts.
Small firms face headwinds ranging from higher rates to the trade war.
The Boston-based fund company has added more than $50 billion this year, mostly from inflows.
Long out of favor, liquid alt funds shine as noncorrelated portfolio ballast.
Funds are built for professional investors sick of waiting for SEC to approve a bitcoin ETF.
Investors had started warming up to developing-nation funds well before last week's optimism about U.S.-China trade tensions and the outlook for Fed policy.
Investors worry rising rates might slow lending and raise the amount the banks have to pay customers in interest.
Assets under management with environmental, social and governance strategies have grown 44% over two years in the U.S.
Wall Street is split on whether good news on the Fed and easing of trade tensions were enough to overcome weakening economic fundamentals.
