Displaying 32 results
Exclusive: Morgan Stanley lays out plans to enter the ETF market
The $1.5 trillion investment manager is designing a full-scale ETF platform, and plans to launch its first ETFs this year.
A taxing situation
Last year’s attempt to raise taxes on the wealthy has catalyzed conversations between advisers and clients about tax strategies this season.
Last great ETF holdout caves as Capital Group launches funds
One ETF will focus on fixed income, three will invest primarily in U.S. equities, and two will be devoted to global stocks.
AllianceBernstein makes late push into ETFs
AB plans to launch active ETFs in the U.S. later this year, and it has recruited Noel Archard from State Street to head the effort.
Capital Group, Federated plant flags in ETF land
Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.
Vanguard, American Funds double down on model portfolio partnership
A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.
ESG information buffet can confuse hungry investors
A Capital Group survey released during Schwab Impact cites a lack of consistency in ESG scores, varying company disclosures and differing third-party ratings.
Nationwide, Capital Group create target-date with annuity
The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.
Capital Group launches new ETFs, but without American Funds name
Executives at the 90-year-old asset manager have high hopes for building out Capital Group as a global ETF brand, with designs on a $500 billion business.
Capital Group launches practice management platform for advisers
The new tool, called PracticeLab, is similar to the services advisers are getting from custodians and other business partners.
American Funds to chop fees, change management on five VA funds
The changes, which take effect May 1, mark the second time in a year that the company has significantly altered its insurance-series funds to make them match their better-known retail counterparts.
Advisers want more engagement from asset managers: J.D. Power
Firms who build strong digital relationships with advisers are reaping the benefits, according to the study
