A new report adds to a string of alerts from watchdogs, noting that the growing role of small investors, use of leverage, and concentration risks "warrant monitoring."
Fund managers like Allspring Global Investments for years have been facing competitive pressure from low fee exchange-traded funds and indexed mutual funds.
The parent company of Truth Social said it will look for companies set to benefit from the "growing America First Economy."
A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape the landscape.
The Pennsylvania-based fund giant stands to gain ground against rivals such as BlackRock while earning more goodwill from retail investors.
Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.
Big fund companies have backed off of ESG, and US funds have closed amid political pressure and as investors have pulled money from them. The funds that remain reveal which managers are committed.
The mutual fund giant's chair and chief executive is retiring after a lengthy 40-year tenure at the firm.
Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.
Fewer are calling their strategies "ESG," but fund companies and institutional investors told US SIF they see the category growing over the next couple years.
But even after an epic year with more ETF conversions expected, one expert argues mutual funds will always have a place.
Research points to a lack of cost-consciousness, potential benefits from 'fee meters,' and how one major misconception might keep investors from seeking cheaper options.
New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships.
Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.
Analysis points to an "ETF advantage" for struggling asset managers, with the average strategy staging a post-conversion comeback after years of outflows.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
The lobbying group's regulatory wish list to the president-elect's transition team includes reforms around ETF innovation, private-market products, and slashing regulatory costs.
The asset management titan's latest maneuver to convert an international dividend strategy puts it in league with rivals including Dimensional Fund Advisors and Fidelity.
Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.
The giant asset manager's "timing is interesting", says analyst as State Street goes the other way, seeking approval for mutual fund share classes of existing ETFs.
