Subscribe

How much room is there for active management?

active management Alex Lozano of Lozano Group Wealth Management and Jay Zigmont of Childfree Wealth

While advisors’ stances on active differ, money has increasingly flowed to passive funds.

Something happened late last year that had long been predicted in the asset management world, but nonetheless was a major event: money in index funds overtook the assets in active ones.

Behind that milestone is a demand for passive investing across mutual funds and ETFs. As investors and advisors

Subscribe or log in to read the rest of this content.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Retirees spend twice as much when they have guaranteed income, research finds

Most people don't plan bequests and many unnecessarily cut back on discretionary spending in retirement, according to a paper from an industry group.

Supreme Court muddies regulatory authority of SEC and DOL

Federal agencies could be more easily defeated in court over their interpretations of laws passed by Congress.

How fast-growing advisors get clients to give referrals

Asking clients why they're satisfied helps advisors plant stories that lead to referrals, a report from Capital Group found.

A Republican makes a case for ESG and sustainable investing

Despite attacks on environmental, social, and governance data being used, one former Congressman said he is hopeful about climate investing.

Retirement worries span market performance and the election

Nearly 90 percent of people told Schroders they are worried about the presidential election, and savers are overweighted in cash, the company found.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print