Andrew Shilling

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.

The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.

The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.

Industry veterans and newcomers offer their takes on key issues facing asset management companies.

Those who fail to repay their loans on time may face early withdrawal penalties.

Some clients may experience a taxable event that pushes them into a higher tax bracket.

The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.

Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.

The average fee was nearly 20 basis points higher than the top-performer.

Modifications should be made as soon as they determine their liability for 2018 and the impact of the new law on their returns, an expert says.

Multiple rate hikes by the Fed last year contributed to less-than-stellar results.