It's no secret that strategic-beta exchange-traded products have become a pervasive part of the marketplace, rewarding investors with innovative tools to diversify and fine-tune portfolios in ways traditional market-capitalization-weighted indexes don't allow.
Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers
Recent SEC filing by the fund giant hints at new funds in the works.
Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.
Massachusetts Democrat calls Stamford Harbor a 'mockery' of the SEC's mission.
The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.
The money management behemoth can improve the smart beta landscape in three important ways.
Bats Global deal seen as 'ice-breaker.'
Measure would square the safe harbor already provided to mutual funds.
Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.
New fund will leverage expertise, diversify product lineup.
The risk-on strategy when the market goes risk-off.
The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.
<i>Breakfast with Benjamin</i> According to Meb Faber, within four years, ETFs will have more assets than mutual funds. But before that, they have to navigate their way onto retirement plan menus.
Low fund fees and big fund complexes equal outperformance.
Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade
Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund
The tax advantages might not be worth it.
Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.
Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators
