Lee Kranefuss talks about the early days of bringing exchange-traded funds to the masses
Lamco Advisory Services Inc. will be the first independent advisory firm to start allocating client assets to an ETF option overlay strategy managed by MDE Group Inc.
Retirement funds have recouped losses from 2008 market crash; 2010 funds up 5% from 2007
Rise in value of assets offsets outflows for Invesco, Janus
Offerings from American Funds, Fidelity Investments and The Vanguard Group Inc. had the biggest net outflows last year, according to Morningstar Inc.
Pioneer High Income Municipal Fund was last year's best performer among peers because it held revenue bonds from non-government issuers such as airports and hospitals, which were sheltered from the default speculation that buffeted states and cities.
American Funds No. 1, but some surprises on the list as well
With investors finally returning to the stock market, the last thing financial advisers and fund managers need right now is an industry scandal. But according to reports, that may be exactly what they're facing.
FBI searches offices of Level Global Investors and Diamondback Capital Management; government 'needs to use force'
Hedged strategies specialist benefiting from rise in number of mergers and acquisitions
Fund giant launching new offerings in bid to to diversify, reposition firm; 'caught short-suited'
S&P is positive on VGK because the security has above-average yield of 3.75% and its holdings are made up of what S&P considers attractive companies that historically have strong cash flows to support dividend growth
But the road to riches is paved with lots of obstacles, experts say
Invesco Ltd. is poised to give BlackRock Inc. a run for its money as the world's biggest asset manager, according to Don Putnam, managing partner of Grail Partners LLC.
Last year, The Charles Schwab Corp. launched its first exchange-traded funds, offering them commission-free
Financial advisers are bulking up their resources — and bracing for client complaints — as they prepare for the Jan. 1 deadline to begin complying with new cost basis rules.
FBR Capital Markets downgraded The Charles Schwab Corp. last week on concerns that the company could face more litigation from investors.
If you ever wanted proof that rational economic man is a myth, look no further than the pricing of financial services.
Over the last six months, The Charles Schwab Corp. has seen flows from individual investors in exchange-traded funds surpass flows from registered investment advisers, marking the first time ever this has happened.
Buddy Donahue -- the 'driving force' behind the SEC proposal on fund fees -- is leaving the agency. The upshot? The final rule may look a whole lot different than the current model.
