LendingRobot allows planners to create client accounts with unique risk and investment profiles.
Some argue that company-sponsored plans, viewed as the holy grail of asset management, are greatly in need of more options.
Investors exit as the manager sticks to his guns.
Exchange-traded products are allowing investors low-cost access to asset classes previously available only to institutional investors.
Asset manager cuts expenses on nine mutual funds, after a string of ETF fee cuts by Charles Schwab and BlackRock. <b><i>(Related read: <a href="//www.investmentnews.com/article/20160628/FREE/160629906/fidelity-takes-on-vanguard-by-cutting-prices-on-index-funds-etfs"" target="”blank"" rel="noopener noreferrer">Fidelity takes on Vanguard by cutting prices</a>)</i></b>
A 24% gain since January and an 8% drop since July
Index tweak forces ETF providers to get creative.
Complaint naming Jackie Wadsworth, CEO of IMS Securities, centers around sale of VAs and real estate securities.
First post-merger mutual fund already filed.
Plus: BlackRock applies more low-fee pressure, the fallout from the falling pound, and don't work where you don't belong
Robertson also says he won't vote for Trump and will pick the Libertarian party instead.
The eleventh sector of the index alters the dynamics of the financial sector.
Sales of nontraded REITs have fallen off a cliff as the brokerage industry struggles to adapt to new regulations.
Robert Citrone, the Tiger cub who now runs one of the best-known macro hedge funds, is sounding the warning bell for investors.
Hybrid strategy between active management and index funds needs to perform and be cheap.
Plus: Here comes the bear market for bonds, Vanguard leads the way in net inflows this year, and Obamacare continues to crumble
Adapting to regulatory changes has been a struggle, meaning the nontraded REIT industry's worst fears have come true.
He is the second top executive to leave the company this year.
