The average long-term government bond fund has soared 10.1% this year, according to Morningstar.
The firm hopes to make it easier for clients and advisers to understand sales charge reductions and waivers.
Plus: How well do you know your non-traditional bond fund, debunking dividend myths, and looking like a million bucks for less
As of May, the exchange-traded fund industry has created 4,602 ETFs with 9,764 listings and assets of $2.996 billion from 247 providers on 63 exchanges.
The departures include top managers and the closure of some funds.
<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.
Everyone from BlackRock to Vanguard in the alt space
Fiduciaries need to be well versed in these low-cost investment vehicles and how to assess them.
Plus: Why Wall Street is avoiding pot investments, where to invest $10k today, and become financially better off by not doing this
The Fed has been the biggest variable in driving ETF flows. But for now investors are looking to stock-proof, not Fed-proof, their portfolios.
The move comes just a day after MSCI decided not to add China's domestic equities to benchmark indexes.
Five candid responses on ETFs, smart beta, the Labor Department's fiduciary rule and reading up on muckrakers of old.
<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.
Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.
New guidance amends old rules that had a "chilling effect" on ESG fund use in ERISA plans.
The 81-year-old Voya Corporate Leaders Trust beats most by doing nothing.
Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.
But these funds will look like idiots in a rip-snorting bull market.
The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.
Firm's moves stem from error it made in voting on the 2013 buyout of Dell.
