News

SSGA cuts single-country ETF fees following JPMorgan’s record summer 

Fund giant launching Hong Kong ETF and swapping indices, cutting fees on four funds

Julie Mansmann 3 hours ago

TCA by E*TRADE offers discounts on JPM, WisdomTree and Nationwide ETFs

Range of 77 funds added to the firm’s Custody Advantage list

James Connington 3 hours ago

Principal to launch online retirement chat

Small- and mid-sized plan sponsors will get administrative questions answered in real time through the new service

Noah Zuss 4 hours ago

BNY Mellon eyes more thematics following women-focused Japan launch    

Thematic funds are one of the growth pillars of investment management, according to chief strategist

Rheaa Rao 8:00 AM ET

US Census data reveals $0 median retirement balance

Trend largely affects millennials, many of whom don’t have access to a plan

Noah Zuss 17 September, 2018

American Funds CEO to retire next month

Succession plan sees president Matthew O’Connor take over and new CCO installed

James Connington 17 September, 2018

Old Westbury preps New York and California muni funds as investors seek tax shelters

Since 2014, the California Long and California Intermediate categories have enjoyed $11bn in inflows – the highest among Morningstar’s single state municipal categories

Milana Vinn 17 September, 2018

Hancock readies smart-beta EM ETF

Move comes as investors increasingly look overseas for diversification

Julie Mansmann 17 September, 2018

BlackRock: Retirees hesitant to touch 401(k) balances, lack spend down plans

Retirees can face larger tax bills if they don’t spend down their retirement accounts

Noah Zuss 15 September, 2018

Merrill’s home office portfolio build-out raises the bar for fund companies

Competing for shelf space in models is a more complex task than platform entry

James Connington 14 September, 2018




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