New Deloitte outlook offers insights on active ETFs, alternatives' mixed performance, and advisors' role in the rise of private credit.
Company reaches agreement with shareholders who said they were burned by 2020 decision to lower investment minimums for institutional shares.
Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.
A tsunami of assets to be dislodged from banks, insurers, and wealthy retail clients over the next decade poses an opportunity for the embattled asset management industry.
BlackRock research surveys retirement advisors' sentiment around active managements, retirement income solutions, and AI.
The two crypto-focused firms' new venture gives advisors an onramp to expand portfolio exposures gradually beyond Bitcoin.
Survey research shines a light on the increasing role of index strategies, and how advisors can continue showing their value.
Demand for luxury junk deals has helped drive outsized returns in high-yield municipal bonds this year, exemplifying a trend that favors developments for the ultra-rich.
Combining CITs and ETFs, the firm's newest offerings include index-based passive exposures from State Street and BlackRock.
The SEC and justice department are probing whether the firm, a subsidiary of Franklin Templeton, cherry-picked trades to favor certain clients.
Fund seeks to lower volatility and pay high current income on a monthly basis.
While investors saved an estimated $3.4B last year, the industry could be at a tipping point as cost pressures and other forces mount.
The mutual fund giant’s move to adopt Vanguard’s dual-class model puts it in the running with other asset managers looking for a stake.
While CITs have cost benefits for retirement plan sponsors, they fall short on transparency and investment hurdles, according to Cerulli research.
New leader will lead the team managing ETFs, mutuals with $230B AUM.
The biggest sustainable investment manager in the US is also cutting six such products.
The fund will invest in stocks of drug manufacturers and related industries.
Former iShares leader Salim Ramji will take over in July with question marks over Vanguard's ETFs, crypto strategy, customer service, and international business.
New fact book focuses on state of the investment fund industry.
Measures from the federal regulator are likely to shift the balance of market demand toward less risky assets.
