Portfolio

Managed by Dan Ivascyn, it has gathered more net inflows in the last year than any other actively managed mutual fund.

Clients can omit companies that participate in “non-biblical activities” by investing in the new ETFs from Inspire Investing. Plus: other launches.

Advisers must ensure they are using the geometric rather than the arithmetic mean when calculating investment returns.

It is a sensitive topic, especially for partners who have earned their appellation on the letterhead.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

Investors poured a combined $2.4 billion into the funds this year as a bet that firms will benefit from deregulation policies.

It's expected that some $300 million could pour into the new fund in its first week.

85% of survey's respondents felt that lawmakers don't understand the difficulty they face when building a retirement nest egg.

The index climbed to record highs as investors grew increasingly confident global economic growth is accelerating.

Long-only equity mutual funds report the first positive week in nearly a year.