Study says fund proxy campaigns are increasingly costly, inefficient and ripe for SEC reform.
The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.
Global survey shows retail surge, AI adoption and tokenization reshaping ETF playbook.
The Boston-based investment giant’s latest snapshot shows strong gains in operating income, trading activity, and ETF assets.
"The most likely outcomes are manageable," said Adrian Helfert, chief investment officer of multi-asset strategies at Westwood, as the markets and oil prices react to the escalating Iran war.
Research finds retail traders reshaping leveraged ETF behavior across selloffs.
Scott Brown’s will oversee Morningstar Direct, data feeds, and advisory tools as the firm continues to build unified intelligence around public and private market analytics.
New research shows active mutual funds lag passive peers in 2025, with long-term success still low.
Buffer ETFs are becoming the next big thing for advisors seeking yield without sacrificing safety or liquidity.
New active funds split exposure between AAA-rated and lower-rated CLO tranches, marking Fidelity’s first ETFs dedicated to the asset class.
The elevated concentration of stocks in passive large cap ETFs is forcing advisors to look elsewhere to increase diversification and limit volatility.
Strong 2025 returns haven’t translated into allocations as advisors cite education and perception gaps.
Record inflows and structural shifts show active ETFs becoming a core tool for advisors.
Latest round of lower expense ratios spans 84 mutual fund and ETF share classes and touches roughly one-quarter of Vanguard’s lineup.
Research shows unprecedented active ETF launches and inflows reshaping advisor allocations.
Partnership brings Schwab’s Wasmer Schroeder bond lineups and model portfolios onto Advyzon’s Nucleus marketplace for RIAs.
Cerulli research shows bond-focused ETFs attracting stronger flows as issuers roll out more taxable, municipal, and active strategies.
The deal for RBA would add a $20 billion macro shop and fresh model portfolio firepower to the active manager, which itself is the object of a take-private acquisition.
The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.
Mega forces converge to reshape portfolios as AI depth, defense digitization, and energy constraints are redefining thematic investing for advisors.
