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Interactive list of 2019 Lipper fund award winners
Full listing of all the funds honored, across all years of return and by category
Vanguard share of target-date fund market becoming ‘obscene’
The fund giant has ridden the wave of investors seeking lower costs, primarily as a result of retirement-plan lawsuits.
Annuity and mutual fund interests at odds over 401(k) disclosures
Insurance groups facing off against retirement industry stakeholders over issue of lifetime income illustrations.
BlackRock leads October slide in stocks of asset managers
Weak fee revenue and lackluster inflows detailed in earnings reports haven't helped.
New FPA survey reveals characteristics of top advisers
'Behavioralists' outpace their colleagues in such areas as net client growth rates and referrals.
Stocks are doing OK. Asset managers’ stocks? Not so much
An index of asset managers and custody banks is down almost 11% this year, and some fund companies are off more than 25%.
Guaranteed retirement income campaign launched
Industry coalition seeks to educate the public and advisers about the value of annuities.
T. Rowe Price to lay off 150 in shuttering of Tampa operations center
Investors now can do many transactions via laptop or cellphone.
Tax reform boosts fund companies’ bottom line
But will those tax savings lead to lower expense ratios?
One big beneficiary of the tax bill: asset managers
Fund companies will reap benefits from lower taxes and repatriation.
Lipper awards: Vanguard the new victor
T. Rowe Price and American Funds clobber in target-date-fund categories.
Why diversity and inclusion should matter to advisers
Consider new hiring practices, employee training and other steps to offer an inclusive culture to employees and clients.
Some fund managers see heavy outflows despite solid performance gains
Several crushed the S&P 500, but still saw investors yank billions from their funds.
Outlook 2018: Fund companies weigh in
This year looks good — but not great — for stocks and bonds, barring a spontaneous collapse in prices.
T. Rowe Price’s Rob Sharps talks about investing for growth
T. Rowe's largest holdings in U.S. stocks are Amazon, Google, Apple, Microsoft and Facebook.
Pimco and T. Rowe Price warn investors it’s time to reduce risk
Firms join chorus of voices urging caution in an expensive market.
T. Rowe Price sued for self-dealing in its 401(k) plan
Plaintiff alleges plan participants would have paid at least $27 million less in fees if T. Rowe had selected cheaper, non-proprietary funds.
Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in
Unusual number of variables in the New Year.
Downtrodden international funds looking for a break
Emerging markets the engine behind most growth now.
Emerging markets debt funds soar in popularity
Your parents probably taught you many valuable lessons as a child, such as “Don’t talk to strangers,” and…
