Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.
Investors are increasingly shifting their money to passively managed strategies.
Flows into environmental, social and governance funds often follow performance.
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
Some money managers are adding smart-beta strategies to win a bigger slice of the TDF pie. But will they stimulate advisers' hunger?
Seattle-based Zevenbergen Genea observes what products consumers are gravitating to when picking stocks.
The firms, which focus on active management, are seeking flexibility to lower fund fees.
The plaintiff claims the company only offered one unaffiliated investment option during the class period, resulting in excessive fees for participants.
Distributors of exchange-traded funds are branding their products with actual celebrities in an attempt to stay relevant.
Rising rates don't seem to be deterring fans of dividend-paying stocks.
The gains have come amid a broader rotation into financial stocks — and despite the recent popularity of passive strategies.
The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.
Some of the funds with the biggest shares in Whole Foods as a percentage of assets aren't household names.
The platform, named FundVest ETF, will initially offer 120 ETFs.
While getting through SEC registration has become easier, selling is harder.
The managed payout funds have an optional feature that automatically calculates and distributes an investor's RMD from the account.
Watching funds with biggest flows is one way to gauge future performance.
The brokerage cites "additional flexibility" granted by the DOL in recent guidance as a determining factor.
Average net expense of all mutual funds drops to 0.57%.
