ETF providers are trying to woo investors with all-in-one funds that pull together several factors.
The change could impact how advisers construct fixed-income portfolios for clients.
Their poor showing threatens to choke off the opportunity for active management to reassert itself after the market's meltdown late last year.
The key is looking beyond the broad category averages to focus on portfolio managers and the investment process
Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.
Annual study says total estimated cost has risen more slowly in past two years.
Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.
The market rally is likely to be upended given the many potential macroeconomic and geopolitical flash points.
Allianz's new indexed annuity could be a forerunner for how insurers will seek to keep assets in-house as baby boomers are forced to withdraw retirement savings.
The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.
Using hedged positions can protect clients' portfolios if the market goes south.
Fidelity Investments bought into the ride-sharing company ahead of the upcoming IPO.
Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.
Vanguard's exchange-traded funds have taken in $17 billion so far this year, while BlackRock has gathered $14 billion.
A surge in fixed and indexed annuity sales last year helped AIG boost its annuity sales by $4.1 billion.
At least 20 funds now claim to use artificial intelligence as a building block.
Pessimism about growth ignores major growth drivers such as solid labor market.
Five of its funds are the largest institutional investor in Curaleaf, which recently struck a deal with CVS.
Read more to find out how ESG data may help enhance long-term value and manage downside risk
Empower's new product lets advisers select the underlying investments.
