July 20th, 2017
VETS Index; Betterment Sprouts
SRI Option for Participants; LPL Opens
Mutual-Fund Only Platform; and more.
July 13th, 2017
Charles Schwab Adds More Commission-Free ETFs; John Hancock
Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for
Socially Responsible Investing; and more.
July 7th, 2017
A new analysis published by Pantheon warns that the total
number of publically listed securities has dramatically declined in recent
decades—challenging assumptions about maximizing diversification.
July 6th, 2017
Asset managers and their institutional clients, DC and DB retirement
plans included, are demanding more rigorous due diligence of mutual fund
June 15th, 2017
The average price to invest in hybrid mutual funds has
declined by 38% since 2000, according to the latest study by ICI.
June 15th, 2017
Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.
June 5th, 2017
UBS will offer multiple ways for retirement account clients to pay their adviser, including through asset-based and commission-based structures, beginning imminently.
June 1st, 2017
Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more.
May 30th, 2017
The firm is not sharing all the details of its compliance plan for the DOL fiduciary rule, but it has confirmed it will put some new limits on mutual fund share classes made available to retirement accounts.
May 25th, 2017
Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.
May 22nd, 2017
In 2016, investors paid, on average, 39% less for equity mutual fund expense ratios than in 1996, according to Investment Company Institute data.
May 12th, 2017
The firm has consistently been an early mover in announcing fiduciary rule implementation plans—and that trend continued
this week with the news that ML advisers will retain some access to commission-based IRAs.
May 11th, 2017
Changes Fund Offerings; Wilshire
Launches ABR Equity Index; Data Science Partners Develops Downside-Risk
Protection Model; and more.
May 10th, 2017
Providers are enhancing managed accounts with new
features and are seeking to maximize the benefits of these solutions in order
to outweigh their costs.
May 4th, 2017
Franklin Templeton Launches Strategic Beta ETFs and Vanguard Reduces Expense Ratios on Stock and Bond Funds.
April 21st, 2017
TDFs growing rapidly in the DC market, providers are exploring new ways to
stand out from the crowd.
April 20th, 2017
The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments.
April 17th, 2017
International Equity funds took the lead among Equity funds in March.
April 14th, 2017
Morningstar finds strong evidence that the two share class
approaches are likely to catch on in the ERISA retirement planning industry.
April 6th, 2017
Nationwide Adds 3(21) Fiduciary Service from IRON Financial; intellicents to Use Schwab Automated Investment Management Program; Delaware Investments Rebrands; and more.