These funds continue to charge high fees for basic index exposure, and many investors are still paying up, largely thanks to advisor inertia.
Since the 2015 proposal, flows to unusually high load sharing funds have been declining, Morningstar finds. Will the SEC keep the momentum going?
Thou shalt not fall into these traps.
More investors than ever are seeking to address environmental, social and governance concerns in their investments. But to what ends?
There are more than 70 times as many stock market indexes as there are actual stocks, many created by selective backtests and used by asset managers to market new funds, with minimal disclosures or oversight.
There is only one subcategory of equity funds where investors have been willing to pay for active management so far this year.
The latest DOL guidelines differ from 2016 guidance from the Obama administration.
Meteorological and geopolitical events coupled with monetary changes have moved investors.
That hasn’t happened since the start of the fourth quarter in 2016.