<i>Breakfast with Benjamin</i> Larger funds tend to be cheaper, more liquid and better constructed.
Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.
The firm's new target-date mutual funds beat out Fidelity and Vanguard funds in price by two basis points.
The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.
Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep
The comment period for the rule, which was introduced in December, closed on Monday.
<i>Breakfast with Benjamin</i> The Fed says the markets are too obsessed with too much information.
Offerings meant to help counter a trend toward passive index strategies.
An interactive list of all the funds to be honored, across all years of return and categories
<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.
A new frontier for ETFs?
Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.
The Securities and Exchange Commission will be looking at ETF sales strategies, trading practices and disclosures, as well as suitability and sales supervision of variable annuities.
The firm has amassed four times the amount of assets held by either Betterment or Wealthfront and more than twice as much as Schwab.
Blackstone Alternative Multi-Manager Fund's assets have fallen to $631 million from $1.2 billion.
Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds"" target=""_blank"" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>
The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.
Faced with one bond-fund meltdown and worried about others, the Securities and Exchange Commission is pushing new rules to ensure investors can get their money back when they want it.
Ill-named strategy finds place between passive and active.
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
