Shift to Passive Mutual Funds Continued in 2015: PwC
Last year through September, passive funds garnered $301 billion, while active registered funds recorded net outflows of $128 billion., PwC reported.
Institutional Plan Investments Regain Traction in Q4
Institutional investment plans gained a median 2% in the fourth quarter, rebounding from a median 4.6% loss in the third, Northern Trust Universe reported.
How RIAs Put Their Firms’ Value at Risk
Many firms simply don’t prioritize value, according to a Fidelity study.
Target Date Funds Boost Retirement Planners’ Confidence: Poll
TDF users feel more confident than non-users that they will reach their retirement goals, according to a Voya survey.
How Mutual Fund Flows Put RIA Clients at Risk
Retail investors’ whims can pose a threat to RIAs' clients, dragging fund returns down about 1.5 percentage points annually, Gurtin Fixed Income Management finds.
Bears Growl in New E-Trade Investor Poll
When E-Trade recently asked investors to choose a movie title to describe their feelings about the current market, they named "Dazed and Confused."
Schwab, Fidelity Report Record Donor-Advised Fund Giving in 2015
In a sign of the times, Fidelity DAFs now accept contributions in bitcoin.
Alternatives Sector Assets Topped $7 Trillion in 2015
The private capital industry, in particular, grew over the past year, Preqin reported.
Top 10 Private Equity Trends in 2016
New research released Monday by the PEGCC shows an interplay of factors that will influence private equity activity over the next 12 months.
Charitable Giving Will Grow in 2016 and 2017: Report
The nonprofit sector in the U.S., and in particular education, can look forward to growth in giving this year and next, a study finds.