Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.
The firm did its first-ever conversions involving two Eaton Vance fixed-income funds.
2023 continued a long-term trend of decreasing expense ratios.
The wealth tech provider is revamping its RIA custody offering for advisors by adding thousands of mutual funds.
116 funds were recognized with a Lipper Fund Award over the five-year period, and 108 funds won the prestigious trophy for the 10-year period.
While advisors’ stances on active differ, money has increasingly flowed to passive funds.
Sustainable investing saw headwinds last year as investors pulled out of funds, but performance recovered from a rough 2022
The asset manager is targeting 'north of $25 billion' of assets in its model portfolios over the next five to six years, up from roughly $5 billion currently.
Mutual funds narrowly maintained their lead over collective investment trusts, but CITs are growing faster, suggesting a potential shift in leadership this year.
Hopes are high for the proposed vehicle, which 'has the potential to be one of the largest closed-end funds,' according to the prospectus filed with the SEC.
After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs
US investors pulled $5.1 billion from sustainable funds in Q4 2023.
$5T fund has made a significant increase in fossil fuels since new regs were introduced.
The investment firm has shared its latest ETF perspectives and trends.
The settlement with Baird stems from Finra's 2020 targeted examination regarding rights of reinstatement.
Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Portfolio Manager of the Year category.
The fund company is seeking a government waiver allowing its actively managed mutual funds to also operate as exchange-traded funds, a concept Vanguard pioneered.
BlackRock is the only company offering target-date ETFs to investors outside of 401(k)s — but there is a question about whether there is much of a market for that.
A focus on Vanguard led to a long-running independent newsletter and then a successful RIA.
For years, investors in mutual funds and ETFs have been investing in products whose actual portfolio holdings can stray dramatically from what's implied by the name of the fund.
