Passive
Learn about the latest trends in passive investment strategies and their impact on investment performance.
E-Trade Launches 5 No-Fee Index Funds
By Dinah Wisenberg BrinThe new products are being offered exclusively to the brokerage's self-directed investor clients.
June 26, 2024
Franklin Templeton Now Offers SMAs on UBS PlatformsThe accounts will give UBS advisors access to Franklin Templeton's custom indexing solution for personalized portfolios.
January 24, 2024
60/40 Portfolio 'Was Never Dead': Vanguard ResearcherThe foundational allocation roared back last year after a rough 2022, said Fran Kinniry.
December 01, 2023
Indexed Products Rule Life Market in Q3The passive investing movement continues to shape clients' insurance products.
August 09, 2023
Fee-Only Advisors Driving a Rush Into Cheap Funds: MorningstarInvestors saved about $9.8 billion in fees for open-end mutual funds and ETFs last year.
June 14, 2023
12 of the Best U.S. Stock Index Funds to Invest in Now: MorningstarThese gold-rated funds are more likely to outperform over a full market cycle, according to analysts.
March 15, 2023
How BDs Can Respond to Shifting Advisor Preferences: CerulliThe company says that asset managers must make available portfolio elements that appeal to advisors' needs for flexibility.
March 09, 2023
Passive Funds Beat Active at Peak of COVID Crisis, Research FindsThe finding by a University of Chicago professor contradicts the idea that active management does better in rocky markets.