Portfolio

Actively-managed funds that are flooding the market put a complicated twist on low-cost passive investing.

There’s a whiff of 1968 in the air. China’s “lying flat” movement has more than a passing echo of the U.S. counterculture of the 1960s and has found resonance around the world. It isn’t only the young and disaffected who are choosing to drop out. Two years into a global pandemic, the number of Americans choosing to retire early has been surging. It’s a perilous moment for them.

Active ETFs are blurring the line between passive and active investing, a new Cerulli report shows.

The time-saving investment management tool also requires a look under the hood to examine the funds inside the portfolios, financial advisors say.

A 53-year veteran broker who filed a complaint as a client after airline stock values plummeted has received a $595,000 settlement.

The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.

"Despite high valuations and markets being up over 100% since March 2020, we believe markets have more room to run," writes Candice Tse of Goldman Sachs.

The regulator has charged about 100 other wealth managers with failing to explain 12b-1 fees tied to their mutual fund recommendations.

When companies allow employees to own stock in their retirement plans, real tax benefits can ensue. But there’s much to factor in.

Former J.P. Morgan exec looks to behavioral finance for answers to investing questions.