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What grade does your state’s 529 plan get?
Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.
BlackRock starts off subdued earnings season for fund companies
For decades, you would have been better off buying the stocks of companies that manage mutual funds than…
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients
Firm's moves stem from error it made in voting on the 2013 buyout of Dell.
T. Rowe Price makes a $190 million misstep
Wrong vote in 2013 on Dell proxy costs shareholders.
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
Broker-sold fund companies lag since new regulation released.
Fidelity research highlights the active-management edge
Low fund fees and big fund complexes equal outperformance.
Edward Jones’ proprietary funds are outselling nearly all active managers
Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.
Dimensional Fund Advisors posts 77th consecutive month of positive sales
Firm, a favorite of advisers, keeps clients invested despite market swings.
Eaton Vance’s NextShares gets its first custodian on board
FOLIOfn Investments said it plans to offer the exchange-traded managed funds when they start trading.
Precidian goes back to SEC for approval of active ETF plan
A proposal designed to put actively managed products on par with index funds in the ETF universe by allowing their holdings to be non-transparent is going back in front of securities regulators.
Investors flee nontraditional bond funds at the worst possible time
Untested category suffers $4B in net outflows this year as it is about to be tested by higher rates.
SEC denies active ETF proposal as NextShares launches salvo against competitors
Eaton Vance looks to win the "VHS/Betamax war" for the future of actively managed investments.
Health care creates a bright spot for beleaguered stock-pickers
Sector funds give specialist managers an opportunity to shine during a long bull market.
When it comes to retirement savings, millennials blow past boomers
Hindsight and grit make millennials a financially savvy generation
Alternatives make push for retirement accounts
Being used in target date funds, but higher fees may prevent widespread use
Vanguard warns advisers on stock risk in client portfolios
According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
Retail clients drive deposits, profits at T. Rowe
Money manager relies on individuals saving for retirement, rising stock prices to offset institutional withdrawals.
T. Rowe plans new conservative target date funds
T. Rowe Price Group Inc. in August plans to launch a series of target date funds with a…
American Funds, T. Rowe win big in oil M&A deal
American Funds and T. Rowe Price Group Inc. were the big mutual fund winners in Chinese offshore oil…
FaceBook IPO should float T. Rowe’s boat
Mutual fund holds 5.2% interest in social networking company; also has large stake in LinkedIn
