March 8, 2018
Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds.
February 20, 2018
Recent interviews with product development executives at Putnam and Charles Schwab show the aggressive steps brand name providers are taking to keep their edge in a highly competitive and unforgiving marketplace.
January 18, 2018
In total, 1.45% of total plan balances were traded during the year, down from 2.13% in 2016, as participants chased performance within their own portfolios.
January 11, 2018
Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds.
January 3, 2018
A recent speech given by SEC Commissioner Kara Stein highlights the shifting landscape of mutual fund reporting, and how emerging technologies are reshaping the way investors will compare performance and costs.
December 29, 2017
The settlement includes $12 million in monetary contributions, along with mandated administrative changes and the appointment of an independent monitor for the investment lineup.
December 21, 2017
BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.
December 1, 2017
Few retirement plan investors may actually mirror their portfolios to a U.S. total market index—but there are still some important implications to be found in the record-setting performance of the Wilshire 5000, beyond the relative growth of small-cap and large-cap.
November 30, 2017
Swerdlin & Company Integrates Stadion Storyline; Vanguard Offers First U.S. Actively Managed ETF Suite; and AAM Enters U.S. ETF Market with New Dividend Funds; and more.
November 16, 2017
Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest
Indexes Tracking REITs; American Century
Joins List of Firms Licensing Precidian ETF Tool; and more.
October 30, 2017
The drivers behind a target-date manager offering open
architecture most commonly include the belief that participants benefit from
asset manager diversification and the need to outsource allocations to access best-in-class
strategies, Cerulli reports.
October 26, 2017
KBS Introduces Online Platform for Investment Trust; T. Rowe Price
Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents
Target-Date Solution; and more.
October 19, 2017
ERI Scientific Beta Presents Long/Short Equity
Market Index; TD Ameritrade Offers Expanded Commission-Free
ETF Program; State
Street Global Advisors Launches New SPDR Portfolio ETFs; and more.
October 5, 2017
Lazard Launches Equity Portfolio; American Century Reorganizes
Income Fund; Nuveen Releases ESG U.S.
Aggregate Bond ETF; and more.
September 21, 2017
The top two reasons include the attractive yield and return on investment as well as helping clients generate more income in their portfolios.
September 21, 2017
The partnership will focus on sustainable investing.
August 17, 2017
Twenty five of T. Rowe Price’s mutual funds have been selected by Charles Schwab.
August 10, 2017
BRI Launches Small Cap Index Powered by Wilshire; First
Trust Launches Equity Index ETF; Vanguard Updates Benchmarks for Bond Funds; and more.
August 3, 2017
Deutsche AM Slashes Mutual Fund Expenses; Fidelity Cuts Expenses on Mutual Funds; Transamerica
Debuts Smart Beta ETFs; and more.
August 2, 2017
However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year.