Brooks Friederich is the principal director of Investment Solutions Strategy at Envestnet PMC. As a critical figure at one of the industry’s largest wealth management platforms for independent ...

Historically, most exchange traded funds (ETFs) have been passive. But that’s starting to change, with more and more active ETFs coming to market. The growth in active ETFs is largely the result of ...

A strong year for stocks left little room for active managers to carve out an edge in 2024, while active bond managers benefited from taking on credit risk. Of the 3,200 active funds included in our ...

Passive is taking a lead, particularly in qualified retirement plans, but active advisers are making inroads in other areas, according to Cerulli and other researchers. Passive investment assets in ...

Active and passive mutual funds represent two distinct approaches to investment management. Active mutual funds are managed by professional fund managers who actively select stocks, bonds, or other ...

The total on hand for exchange-traded funds and notes, along with passively managed mutual funds, totaled $13.29 trillion at the end of December, nudging higher than the $13.23 trillion held in ...

We’ll define both and show you the differences, including which types of income qualify as active and which are passive. Both incomes are required throughout your lifetime, but combining the power of ...