Fidelity

“This is all about having the flexibility and having multiple options for our investors,” says GSAM’s head of ETF strategy.

Crush of inflows to money-market funds has come even as the funds’ own yields approach zero.

The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.

Clients blasted the company on social media for not being able to make trades.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.

The move is part of a larger strategy to bring account minimums down for clients who either can't or don't want to buy entire shares of high-priced stocks.

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.

The four new types of funds use a so-called proxy basket and will publish some information about their portfolios every day.

After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.

The firm has the edge in “unaided awareness”— a crucial metric in understanding a firm’s significance to the lives of potential clients.

“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.

SEC Commissioner Robert Jackson Jr. said his office studied 15 years of data to assess how the firms utilized their power on hundreds of proposals.

By slashing fees, custodians are also eliminating special ETF platforms they had spent the past five years building out.

More than $1.8 billion has been yanked from the executive's investment firm.

Anthony Guadagnino allegedly solicited at least 10 clients after his departure from the retail brokerage.

The low-cost brokerage followed its competitors for retail clients and will offer the new pricing to RIAs in November.

As custodial pricing continues to fall, it’s still unclear where firms will make up the the money — but analysts and advisors agree other custodians will follow suit.

Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.