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...
Many studies have shown that, over time, most actively managed mutual funds underperform their respective benchmarks. But a new report released by Morningstar finds that low-cost active funds tend to outperform higher-cost active funds over the...
The industry needs a few good men (and women).
Almost three quarters of broker/dealer and RIA firm executives feel there is an advisor talent shortage, according to a recent poll by Fidelity Investments. But they’re not changing how they r...
Despite industry efforts to get more women into the industry, the ranks of financial advisors are still dominated by men. (Females accounted for only 21 percent of the respondents in our recent 2015 Compensation Survey.) But, perhaps more overloo...
May 20 (Reuters) - U.S. securities regulators proposed new rules on Wednesday that would require mutual funds and other asset managers to report much more detailed data about their holdings...
Man vs. Machine
In the ongoing debate about robo-advisors, one argument that technology detractors like to fall back on is that an algorithm can’t provide the same service as a flesh-and-blood advisor. MarketWatch decided to put that idea ...
After 16 years as the largest target-date fund provider, Fidelity Investments has lost its crown to Vanguard, which now holds 27 percent of the market share, according to a new Morningstar report...