Morningstar’s March Winners and Losers
Funds with Medalist ratings account for about 9% of funds sold in the U.S. and some 60% of assets under management.
The asset-management pressure cooker
Asset managers need to rethink how they're going to continue being profitable while cutting fees.
Fund Flows in 2016 Break Records, Again: SSGA
Assets rose 16% above the earlier record, but two fund groups stalled as investors withdrew their holdings.
National Planning Holdings Partners With BlackRock, American Funds to Boost Platform
The parent firm of four IBDs says it is rolling out more technology to its 3,500 affiliated reps.
New variable annuity from Lincoln targets fee-based advisors
Lincoln Financial Group and BlackRock collaborated to create an ETF-based variable annuity targeted at fee-based advisors.
Asset Managers Bleed $50B as Active-Investing Crisis Deepens
Alliance, Franklin and Waddell had biggest quarterly redemptions; investor shift from active to passive funds accelerating.
Insurers boosting cash as credit worries build, BlackRock says
About half of 315 insurers surveyed globally are looking to increase cash holdings in coming months, up from 36 percent last year.
How to Cope With Today's Low-Return Markets and High-Expectation Clients
The low-return environment is the talk of the town. What's an advisor to do?
The roots of retirement uncertainty: Not knowing how much to save
Nearly 3 in 10 BlackRock survey respondents report feeling “unsure” about whether they are on track for retirement.
Summer Brings $54.6B in Active Equity Fund Outflows: Morningstar
Still, two fund groups are attracting assets to both their passive and active products, the research group says.