Will remain at company, Haywood Kelly to become head of research.
ETFs can help investors remain 'agile and active,' COO says.
Newer entrants capture a few but the giants expected to maintain stranglehold.
Advisers can't seem to get enough of exchange-traded-fund managed portfolios.
BlackRock's ETF unit extends its core series to include managed portfolios as it takes another step in its efforts to woo retail investors. And keep Vanguard at bay. Jason Kephart explains.
Record $17.5B pulled in August but firm bucks trend with inflows.
Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.
Rout in bond market leaves few unscathed, even conservative target dates.
Panelists at <i>IN</i> Alternatives Conference say advisers must do extra due diligence on liquid alternatives.
Largest funds have done best since crisis, but market timing hurt performance
The group of employees who have charged Fidelity with forcing them into costly proprietary funds in their profit-sharing plan just got a little bigger. That's a big deal.
Live from the <i>IN</i> Alternatives Investments Conference: Low rates, economic uncertainty and surprises have pushed asset classes in the same direction
Study suggests strategy is no panacea for down markets.
American Funds is planning to launch a pure-play emerging-market equity offering even as the asset class suffers from growing pains. Will it fly?
In the 10 years since then-New York AG Eliot Spitzer charged a Bank of America mutual fund with late trading, kicking off the mutual fund scandal, some advisers still feel duped. Jeff Benjamin has the story.
