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At 84 basis points, the average expense ratio is over 40 basis points pricier than what investors paid on average last year.
September 18 -
Narrowly focused investment strategies are a recipe for “feast or famine,” an analyst says.
September 11 -
Plus, the average employee contribution rate reached 8.8% in the second quarter, up a full percentage point from a decade ago.
August 21 -
Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.
August 13 -
Some of the same features that led to their unpopularity may also be what uncorrelated them from their peers, an expert says.
July 31 -
Expense ratios associated with the new products range from 0.05% to 0.07%.
July 16 -
The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.
July 16 -
The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.
July 10 -
Keeping up with all the options isn’t always easy, but it’s important, according to the custodian's vice president of digital strategy.
June 26 -
The new open architecture platform will minimize the “swivel chair experience” for advisors.
June 11 -
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Warning: Advisory firm buyers may be purchasing a depleted oil well.
June 3 -
The S&P 500 bottomed in March 2009, but clients have since seen a huge boost in their retirement savings.
May 10 -
Fewer than half of advisors are happy at their current workplaces.
May 3 -
The switch is the latest in a series of billion-dollar moves so far this year.
April 29 -
The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.
April 26 -
Expense ratios were more than twice the industry average.
April 24 -
The products have benefited from the past decade of “economic expansion and bull market for risk assets,” one expert says.
April 17 -
Startup or low-AUM firms have options outside of the big four.
April 16 -
The firm's partnership with software issuer BondLink aims to expand access to aggregated issuer data.
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