Mutual Funds

Does the wisdom of age outweigh the other limitations it can impose?

Schwab is the fifth-largest issuer of exchange-traded funds in the US, with its nearly $350 billion suite having more than doubled since 2019.

JFG’s CIO Dominic Ceci discusses the $10 billion RIA’s rules-based rebalancing approach, the opportunity he sees in reinsurance, and the decision to phase out the cash allocation over the next year.  

What if your client’s annuity wasn’t an annuity?

While 95 new mutual funds have debuted this year, 123 have already shuttered, according to Morningstar Inc. data.

If the SEC approves mutual fund/ETF dual shares, it might bring a big pivot for the RIA industry.

BlackRock will flip the more than $700 million BlackRock International Dividend Fund into an exchange-traded fund in November.

MFS Investment Management has applied to create five actively managed exchange-traded funds spanning stocks and bonds, according to SEC filings.

KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. Morningstar published an explainer on the growing world of interval funds. These are among the investment must reads...

Mutual funds experienced net inflows of $13 billion in February, according to Cerulli, but it was likely a blip rather than a turning point.