Despite stronger economy, 1 in 4 of the highest-income households either have no emergency savings or just enough to cover less than three months.
Georgetown report also notes diversification of TDFs requires education for participants and oversight by plan sponsors.
Investors are hell-bent on industrials-to-small-caps rotation trade
Also adds ETFs from iShares, Direxion and others
No-transaction-fee options are a big hit with investors, but funds wind up paying the costs — and passing them on.
Closures occur as the company puts more emphasis on factor investing.
But an all-out trade war could change everything
Equity and bond fund fees down more than 45% from the early 2000s.
Former SEC chairwoman Elisse Walter says their fiduciary duty is largely about disclosing conflicts, not eliminating them.
Competition is heating up among asset managers.
Short-term debt funds are flourishing because they finally pay something.
High-yield and low-duration strategies will seek specific investment outcomes.
Short-term debt funds are flourishing because they finally pay something.
Mellody Hobson of Ariel Investments was among the speakers at the conference.
Their questions involve how to fit exchange-traded funds into portfolios.
SEC offers favorable settlement terms through Monday to investment advisers who acknowledge they didn't use the lower-fee option available in a fund.
Exchange-traded fund that tracks short-term junk bonds has lost $1.5 billion over the last two weeks.
For advisers, checking monthly flows for stock funds might be a useful exercise.
Pricing transparency and the shift toward fee-based advice are benefiting exchange-traded funds, BlackRock executive says.
The factors Magellan's manager uses to beat the index can be accessed more cheaply via ETFs.
