Index tweak forces ETF providers to get creative.
Plus: The SEC's fuzzy enforcement rules, a fighting chance for active management, and the worst part of being rich
The yield on the bellwether 10-year Treasury note has jumped from 1.37% in early July to 1.70 Thursday.
The deal creates a global active management complex with $320 billion under management.
First post-merger mutual fund already filed.
Unless, of course, you want to beat the S&P 500 over the long term.
Industry trade group, as well as some mutual fund giants, push back against Financial Stability Board's proposal for stress tests.
Expanded distribution, consolidation and some lower fees expected.
Plus: Claims of a better robo platform, a bright spot in a dim economic recovery, and health insurance won't be less expensive this year or next
Peter Kohli, the CEO of DMS Advisors, allegedly stole money from investors as the funds neared collapse.
Long bull market, big outflows from active funds are the main culprits.
Plus: BlackRock applies more low-fee pressure, the fallout from the falling pound, and don't work where you don't belong
The primary reason: TDFs built on institutionally priced mutual fund shares or collective trusts can produce as low or lower fees than ETFs.
Some fund share classes could be on the way out, according to a new report from S&P Global Market Intelligence.
Five candid responses on the economy, Fed policy, jobs, China, and North Carolina barbeque.
Plus: The next stock market move, the dividend buzz, and being a leader no matter what.
New regulatory environment calls for a more holistic evaluation process.
The DOL fiduciary rule and competition from robo-advisers will continue to result in pricing pressure.
