The “set it and forget it” strategy is at risk in volatile markets. Savvy managers can dodge sectors your index fund is ...

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced index and fund name changes for the Schwab Fundamental Index* ...

FFLG has returned 44% over the past year, beating both the S&P 500 and Nasdaq 100 over the same stretch. That kind of ...

For many companies the phrase; “We have always done it this way” are famous last words. Some companies are so large and well-established, it seems like they could never go out of business. However, ...

Recent exchange-traded fund flows show that actively managed equity ETFs are taking in more assets than index fund alternatives. The rise of younger retail investors, the recent market volatility, and ...

XA Investments, a specialist in tracking closed-end interval and tender offer funds, has launched the XAI Interval Fund Index (INTVL) to track the total returns of a basket of 77 existing funds with a ...

NEW YORK, May 4, 2023 /PRNewswire/ -- J.P. Morgan Asset Management (JPMAM) today announced the expansion of its Tax-Smart Platform, powered by 55ip, with the addition of two new index strategies ...

Advisors, beware—the asset managers of index funds might be changing their target indexes without you noticing. A new study from Morningstar, “Transforming Index Funds: More Than Meets the Eye,” found ...

Across the globe, demand for a truly boutique approach to wealth management is growing rapidly: affluent investors are no longer satisfied with an off-the-shelf menu of standard equities and bonds.

Shares of Apollo Global Management LLC APO gained 6.1% in the after-market trading on Friday after the S&P Dow Jones Indices said that the company will join the S&P 500 Index. The company has been ...