The Markets May 12th, 2023 Financial Advisers Rank American Funds, Vanguard as Top Asset Managers Advisers are most swayed by trust, performance and ease of business when evaluating a manager, according to ISS Market Intelligence.
The Markets January 20th, 2023 Passive Mutual Funds Rising, but Won’t Overtake Actives Due to DC Plan “Stronghold” Passive mutual funds' popularity is growing among investors, but defined contribution retirement plans will help actively managed funds maintain their...
In Practice November 14th, 2022 Recordkeeper Consolidation Leads to Drop in Proprietary Product Share, Opening Door for Asset Managers The consolidation of DC plan providers may not be as much of a threat to asset managers as some have...
Compliance June 2nd, 2021 SEC to Revisit Proxy Rule Amendments The agency will address criticism that the changes make advisers’ roles in proxy voting more cumbersome.