A cautionary tale about reading the prospectus.
Some record keepers have the capability to rebate these fees and only charge the asset management fee, resulting in a lower net cost than some zero-revenue-share funds.
Other changes made at AMG, Calvert, Icon and Westcore.
Individual and corporate tax reform add uncertainty to staid market.
Political worries, debt woes weighs heavy.
For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .
The funds the Boston-based company is liquidating had assets ranging from $32.8 million to $7 million.
Putting fresh money to work in today's market can be particularly worrisome, with the S&P 500 currently selling for 21 times its past 12 months' earnings.
Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.
But the fact that lots of money flowed into a fund with a terrible record doesn't necessarily mean that everyone who invested during that period suffered.
President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.
Divorce distribution and management fees
Offers guarantee on services.
For income portfolios, panelists at the Inside ETFs conference suggest wide diversification among dividend-paying stocks, corporate bonds and international debt.
Participants at the Inside ETFs conference in Hollywood, Fla., said smart beta could provide new opportunities for some funds
In his annual letter to CEOs, he said BlackRock will keep a close eye on how companies are responding to the growing backlash against the impact of globalization and technological change.
And passive once again clobbers active.
