Andrew Shilling

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.

The proposal from CBOE Global Markets, if passed, would have been the industry’s first-of-its-kind.

Scammers are notorious for stealing social security numbers to file fake returns, an expert warns.

The impact of the 35-day partial government shutdown could delay the process this year.

A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.

All 20 funds posted losses over the last year.

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

Nearly all of the outflows came from mutual funds and ETFs that posted losses.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

The top 20 are now home to nearly $1.2 trillion in combined assets.