Learn the difference between management fees and management expense ratios, and how each impacts the cost-effectiveness and performance of investment funds.

As previewed, below we examine several management fee offset-related SEC enforcement actions (a topic we have previously written about). Although the summaries also highlight certain remedial actions ...

A recent enforcement action against two affiliated wealth management businesses raises concerns over whether and how other registered investment advisers will be subject to sanctions for issues that ...

Lincoln Trust Company has introduced the Personalized Expense Ratio for the 401(k) plans that it administers. The ratio is designed for participants, plan sponsors and advisers to see the actual cost ...

Q3 2025 Management View Co-CEO Marc S. Lipschultz reported "strong growth and business performance across an increasingly diversified set of investment platforms," highlighting early successes in new ...

Fall, Spring Fee Review December 15th Department Fee proposals for the following Fall, Spring academic year submitted to Financial Management for review Fall, Spring Fee Calculation January-April ...

Less than a year after Vanguard hired its first outsider CEO, the firm announced its broadest fee cut ever, shaving the expense ratios of nearly 90 open-end mutual and exchange-traded funds and saving ...