Andrew Shilling

The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

These 10 leaders have a lot to say about how women have advanced in the industry over the years.

Expense ratios were more than twice the industry average.

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

The products have benefited from the past decade of “economic expansion and bull market for risk assets,” one expert says.

The strategy only applies to investments held in taxable, not tax-favored, retirement accounts.

VanEck, Hartford Funds and DoubleLine are among the firms with executives being honored.

The average expense ratio among the top-performers is 40 basis points higher than the average.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.

Direxion’s Rob Nestor and David Mazza discuss hiring and compensation strategies, ETF space developments and the rise of robos.

Name changes are coming to 94 of the firm’s long-term mutual funds.

Those who fail to meet the cutoff face a penalty equivalent to 50% of their required minimum distribution.

“Just like equities, last year was a volatile year and the fourth quarter of 2018 did a number on the returns of risk assets,” an expert says.

A higher standard deduction makes itemizing deductions less valuable.

Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.

The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.

Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.

Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.

The new product is expected to be the lowest-cost in the category.