Globally, assets under management hit a record high of $74 trillion in 2014, yet asset managers are making less on every dollar invested; net revenues fell 0.8 basis points, on an asset-adjusted basis, from 2013, according to the Boston Consultin...
The growth of exchange traded funds has outpaced traditional mutual funds for a few years now, and has crossed $3 trillion globally. The have benefited from the wider trend toward indexing and passive investing, and account for some 20 to 30...
One of the bigger debates in investing is whether passive strategies are superior to active strategies, but that’s the wrong discussion to have, say investment advisors...
(Reuters) - State Street, which sold the first exchange-traded fund in 1993, is falling flat in its bid to win back market share in the ETF industry by wooing advisers to retail investors, with many advisers saying the bank doesn't do enough...
Schwab Wealth Investment Advisory’s chief investment strategist David Koenig clarified how assets are allocated in its online, automated service for consumers, Schwab Intelligent Portfolios. And it's heavily weighted toward so...
It's a two-way street.
The penchant for passive over active investment management hasn’t been as pronounced among defined contribution plan sponsors; 57 percent of multi-national companies have a mix of active and passive strategies in their d...
The 401(k) has long been considered a failure at truly preparing anyone for retirement – especially since the recession. Less noticed is that the plans are, slowly, getting much better.
