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.
Launches of new equity exchange-traded funds have slowed as investors crowd into just a few products.
Trade reform, trade tiffs and strong dollar are all benefiting domestically oriented small-caps
