Flight from active to passive funds and ETFs slowed in September: Morningstar

By Editorial Staff Fri, Oct 19, 2018

Among all U.S. open-end mutual funds and ETFs, Fidelity Advisor Growth & Income saw the most inflows of all active strategies at $1.8 billion, the fund's highest inflows in a...

Published October 19, 2018

Transparency, low-cost will guarantee a market for clean-shares: Cerulli

By Editorial Staff Thu, Sep 27, 2018

Despite the death of the DoL Conflict of Interest Rule and lack of clarity around the inclusion of sub-transfer agent (sub-TA) fees, clean-share mutual funds will likely have a...

Published September 27, 2018

Asset managers focus on advisor behavior: Cerulli

By Editorial Staff Thu, Sep 6, 2018

'Just 53% of practices with assets under management (AUM) between $50 million and $100 million in-source their investment decision making,' said Ed Louis, a senior analyst at Cerulli, in...

Published September 6, 2018

Asset managers tweak their value proposition: Cerulli

By Editorial Staff Thu, Jul 5, 2018

'Asset managers are dropping fees on asset management products to near zero, instead choosing to charge for asset allocation,' says Cerulli analyst Bing Waldert.

Published July 5, 2018