Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform. Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are...
BlackRock’s ESG-related assets under management swelled 53% from the beginning of 2022 through the end of last year, even as the wider ESG fund market only grew by about 8%.
Morgan Stanley wants permission to add an ETF share class to its existing mutual funds, joining a growing list of money managers who are looking to recreate the blueprint that’s still exclusive to Vanguard despite the May expiration of a patent...
The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors...
Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.
