Popularity of active strategies by pensions and endowments limiting use but more coming on board.
Two exchange-traded funds help firm exceed $50 billion in assets.
Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.
Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.
2014 decline marked sixth-straight decrease, according to Morningstar's annual survey.
<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.
$47 billion money manager takes first move in burgeoning exchange-traded product world
<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.
<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.
<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.
How ETFs are faring compared to mutual funds, which ETF companies are winning (and losing) and which investment categories investors are favoring
<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.
Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.
The answer to which strategy is best will depend on the scenario in question.
The Mutual Fund Store, the 10th-biggest RIA by AUM <a href="http://data.investmentnews.com/ria/" target="_blank">according to <i>IN</i>'s database,</a> is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.
Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.
Shutdowns come weeks after big price cut as the firm's biggest fund suffers outflows.
Flood of money into passively-managed index funds has helped drive average expense ratios down, but there's more to the story.
Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.
Financial, health care and consumer discretionary sectors should shine.
